Integrated Wealth Management (Palm Desert)’s Cencora COR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q4
Sell
2016
Q3
$102K Buy
2016
Q2
$86K Buy
2015
Q4
Sell
2015
Q3
$6K Hold
2015
Q2
$7K Hold
2015
Q1
$7K Buy