Integrated Wealth Management (Palm Desert)’s Invesco QQQ Trust QQQ Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio QQQ Stock Details QQQ 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	$4.92M	Buy
2016 Q4	$4.17M	Buy
2016 Q3	$3.49M	Buy
2016 Q2	$3.02M	Buy
2016 Q1	$1.42M	Buy
2015 Q4	$1.28M	Buy
2015 Q3	$427K	Buy
2015 Q2	$428K	Buy
2015 Q1	$407K	Buy