Integrated Wealth Management (Palm Desert)’s Airgas Inc ARG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q2
Sell
-13
Closed -$2K 1428
2016
Q1
$2K Hold
13
﹤0.01% 1056
2015
Q4
$2K Hold
13
﹤0.01% 1140
2015
Q3
$1K Hold
13
﹤0.01% 1283
2015
Q2
$1K Hold
13
﹤0.01% 1320
2015
Q1
$1K Buy
+13
New +$1.47K ﹤0.01% 1261

Integrated Wealth Management (Palm Desert)'s ARG Position: Q2 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of Airgas Inc (ARG) in Q2 2016, closing a stake of 13 shares — an estimated $2K sold.

Integrated Wealth Management (Palm Desert) first reported a position in ARG in Q1 2015 and held it in 5 quarters. The position peaked at $2K in Q1 2016. 0 funds tracked by Wall St. Rank hold ARG as of Q2 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining Airgas Inc position as of Q2 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 13 Airgas Inc shares in Q2 2016, an estimated $2K.
  • Integrated Wealth Management (Palm Desert) first reported a position in Airgas Inc in Q1 2015 and held it in 5 quarters.
  • Integrated Wealth Management (Palm Desert)'s Airgas Inc position peaked at $2K in Q1 2016.
  • 0 funds tracked by Wall St. Rank held Airgas Inc as of Q2 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q2 2016, filed 1 Aug 2016.