Integrated Wealth Management (Palm Desert)’s Alerian MLP ETF AMLP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q1
$321K Buy
2016
Q4
$264K Buy
2016
Q3
$210K Sell
2016
Q2
$269K Sell
2016
Q1
$316K Sell
2015
Q4
$376K Sell
2015
Q3
$538K Sell
2015
Q2
$782K Sell
2015
Q1
$933K Buy