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Integrated Wealth Management (Palm Desert)’s NNN REIT NNN Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio NNN Stock Details NNN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-170
Closed -$7K – 1277
2015
Q4 		$7K Hold
170
– – ﹤0.01% 864
2015
Q3 		$6K Hold
170
– – ﹤0.01% 895
2015
Q2 		$6K Hold
170
– – ﹤0.01% 912
2015
Q1 		$6K Buy
+170
New +$7.04K ﹤0.01% 896

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