IWMPD
ALR

Integrated Wealth Management (Palm Desert)’s AlerisLife Inc ALR Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio ALR Stock Details ALR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-546
Closed -$13K – 1396
2016
Q1 		$13K Hold
546
– – 0.01% 658
2015
Q4 		$17K Hold
546
– – 0.01% 625
2015
Q3 		$17K Hold
546
– – 0.01% 635
2015
Q2 		$26K Buy
546
+167
+44% +$7.58K 0.01% 541
2015
Q1 		$16K Buy
+379
New +$14.3K 0.01% 635

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