IWMPD
CVA

Integrated Wealth Management (Palm Desert)’s Covanta Holding Corporation CVA Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio CVA Stock Details CVA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-1,000
Closed -$17K – 1412
2015
Q3 		$17K Hold
1,000
– – 0.01% 636
2015
Q2 		$21K Buy
+1,000
New +$21.8K 0.01% 600

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LCS
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TAM
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MP
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TSW
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Integrated Wealth Management (Palm Desert)'s CVA Position: Q4 2015 in Review

Integrated Wealth Management (Palm Desert) sold out of Covanta Holding Corporation (CVA) in Q4 2015, closing a stake of 1,000 shares — an estimated $17K sold.

Integrated Wealth Management (Palm Desert) first reported a position in CVA in Q2 2015 and held it in 2 quarters. The position peaked at $21K in Q2 2015. 226 funds tracked by Wall St. Rank hold CVA as of Q4 2015.

  • Integrated Wealth Management (Palm Desert) reported no remaining Covanta Holding Corporation position as of Q4 2015 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 1,000 Covanta Holding Corporation shares in Q4 2015, an estimated $17K.
  • Integrated Wealth Management (Palm Desert) first reported a position in Covanta Holding Corporation in Q2 2015 and held it in 2 quarters.
  • Integrated Wealth Management (Palm Desert)'s Covanta Holding Corporation position peaked at $21K in Q2 2015.
  • 226 funds tracked by Wall St. Rank held Covanta Holding Corporation as of Q4 2015.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2015, filed 25 Jan 2016.