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.