Integrated Wealth Management (Palm Desert)’s Plains All American Pipeline PAA Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio PAA Stock Details PAA 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	$265K	Buy
2016 Q4	$271K	Hold
2016 Q3	$263K	Hold
2016 Q2	$231K	Hold
2016 Q1	$176K	Hold
2015 Q4	$194K	Hold
2015 Q3	$255K	Sell
2015 Q2	$658K	Buy
2015 Q1	$729K	Buy