Integrated Wealth Management (Palm Desert)’s Broadridge BR Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio BR Stock Details BR Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell
2016 Q3	$181K	Buy
2016 Q2	$167K	Hold
2016 Q1	$152K	Hold
2015 Q4	$138K	Hold
2015 Q3	$142K	Hold
2015 Q2	$128K	Hold
2015 Q1	$141K	Buy