Integrated Wealth Concepts’s Stem STEM Stock Holding History

Integrated Wealth Concepts’s Portfolio STEM Stock Details STEM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell
2025 Q1	$16.2K	Buy
2024 Q4	$25.6K	Buy
2024 Q3	$14.2K	Sell
2024 Q2	$51.6K	Sell
2024 Q1	$114K	Buy
2023 Q4	$103K	Sell
2023 Q3	$125K	Sell
2023 Q2	$169K	Buy
2023 Q1	$80K	Buy