Integrated Wealth Management (Palm Desert)’s Diageo DEO Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio DEO Stock Details DEO 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	$84K	Sell
2016 Q2	$131K	Buy
2016 Q1	$122K	Sell
2015 Q4	$160K	Buy
2015 Q3	$155K	Buy
2015 Q2	$163K	Buy
2015 Q1	$154K	Buy