Integrated Wealth Concepts LLC Global X Fds Cleantech ETF Transaction History

Integrated Wealth Concepts LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	SELL	$6.71 - $8.23 $19,593 - $24,031	-2,920 Reduced 21.26%	10,815 $73,000
Q3 2024 Nov 14, 2024	BUY	$7.3 - $8.91 $10,701 - $13,062	1,466 Added 11.95%	13,735 $114,000
Q2 2024 Aug 14, 2024	SELL	$7.97 - $10.03 $7,539 - $9,488	-946 Reduced 7.16%	12,269 $97,000
Q1 2024 May 15, 2024	BUY	$8.72 - $10.54 $209 - $252	24 Added 0.18%	13,215 $127,000
Q3 2023 Nov 15, 2023	SELL	$10.73 - $15.49 $1,534 - $2,215	-143 Reduced 1.07%	13,191 $144,000

Q2 2023 Aug 15, 2023	SELL	$13.93 - $15.79 $3,830 - $4,342	-275 Reduced 2.02%	13,334 $196,000
Q1 2023 May 03, 2023	BUY	$14.3 - $17.14 $194,608 - $233,258	13,609 New	13,609 $217,000

2.33K

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