Integrated Wealth Management (Palm Desert)’s Marsh MRSH Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio MRSH Stock Details MRSH 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	$155K	Sell
2016 Q2	$168K	Hold
2016 Q1	$150K	Sell
2015 Q4	$175K	Hold
2015 Q3	$165K	Hold
2015 Q2	$179K	Sell
2015 Q1	$184K	Buy