Integrated Wealth Management (Palm Desert)’s Salesforce CRM Stock Holding History

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

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell
2016 Q3	$58K	Hold
2016 Q2	$65K	Sell
2016 Q1	$73K	Sell
2015 Q4	$85K	Hold
2015 Q3	$75K	Buy
2015 Q2	$35K	Sell
2015 Q1	$40K	Buy