Integrated Wealth Management (Palm Desert)’s iShares Biotechnology ETF IBB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q1
$367K Sell
2016
Q4
$363K Sell
2016
Q3
$526K Buy
2016
Q2
$378K Buy
2016
Q1
$333K Buy
2015
Q4
$331K Buy
2015
Q3
$248K Buy
2015
Q2
$137K Buy
2015
Q1
$38K Buy