Integrated Wealth Management (Palm Desert)’s iShares US Utilities ETF IDU Stock Holding History

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

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	$583K	Hold
2016 Q4	$553K	Hold
2016 Q3	$556K	Hold
2016 Q2	$596K	Hold
2016 Q1	$562K	Hold
2015 Q4	$490K	Sell
2015 Q3	$491K	Hold
2015 Q2	$472K	Hold
2015 Q1	$508K	Buy