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Integrated Wealth Management (Palm Desert)’s Idexx Laboratories IDXX Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio IDXX Stock Details IDXX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-200
Closed -$23K – 595
2016
Q3 		$23K Hold
200
– – 0.01% 568
2016
Q2 		$19K Buy
+200
New +$17.2K 0.01% 600

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Integrated Wealth Management (Palm Desert)'s IDXX Position: Q4 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of Idexx Laboratories (IDXX) in Q4 2016, closing a stake of 200 shares — an estimated $23K sold.

Integrated Wealth Management (Palm Desert) first reported a position in IDXX in Q2 2016 and held it in 2 quarters. The position peaked at $23K in Q3 2016. 523 funds tracked by Wall St. Rank hold IDXX as of Q4 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining Idexx Laboratories position as of Q4 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 200 Idexx Laboratories shares in Q4 2016, an estimated $23K.
  • Integrated Wealth Management (Palm Desert) first reported a position in Idexx Laboratories in Q2 2016 and held it in 2 quarters.
  • Integrated Wealth Management (Palm Desert)'s Idexx Laboratories position peaked at $23K in Q3 2016.
  • 523 funds tracked by Wall St. Rank held Idexx Laboratories as of Q4 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2016, filed 6 Jan 2017.