Integrated Wealth Concepts’s Uranium Energy UEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $242K | Sell |
35,555
-3,285
| -8% | -$22.3K | ﹤0.01% | 1665 |
|
|
2025
Q1 | $186K | Sell |
38,840
-1,449
| -4% | -$6.93K | ﹤0.01% | 1638 |
|
|
2024
Q4 | $270K | Buy |
40,289
+3,516
| +10% | +$23.5K | ﹤0.01% | 1429 |
|
|
2024
Q3 | $228K | Buy |
36,773
+1,560
| +4% | +$9.69K | ﹤0.01% | 1499 |
|
|
2024
Q2 | $212K | Buy |
35,213
+7,875
| +29% | +$47.3K | ﹤0.01% | 1493 |
|
|
2024
Q1 | $185K | Buy |
27,338
+1,930
| +8% | +$13K | ﹤0.01% | 1533 |
|
|
2023
Q4 | $163K | Buy |
25,408
+4,657
| +22% | +$29.8K | ﹤0.01% | 1495 |
|
|
2023
Q3 | $107K | Hold |
20,751
| – | – | ﹤0.01% | 1478 |
|
|
2023
Q2 | $70.6K | Hold |
20,751
| – | – | ﹤0.01% | 1505 |
|
|
2023
Q1 | $60K | Buy |
+20,751
| New | +$60K | ﹤0.01% | 1301 |
|