Integrated Wealth Concepts’s ReposiTrak TRAK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
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|
2023
Q2 | $151K | Hold |
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|
2023
Q1 | $94K | Hold |
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|
2022
Q4 | $74K | Hold |
|
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|
2022
Q3 | $80K | Hold |
|
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|
2022
Q2 | $66K | Hold |
|
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|
2022
Q1 | $79K | Hold |
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|
2021
Q4 | $87K | Hold |
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|
2021
Q3 | $82K | Hold |
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|
2021
Q2 | $83K | Hold |
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|
2021
Q1 | $92K | Hold |
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|
2020
Q4 | $72K | Hold |
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|
2020
Q3 | $74K | Buy |
|