Integrated Wealth Management (Palm Desert)’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio SDY Stock Details SDY 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	$220K	Sell
2016 Q4	$222K	Buy
2016 Q3	$209K	Hold
2016 Q2	$208K	Sell
2016 Q1	$203K	Buy
2015 Q4	$186K	Buy
2015 Q3	$158K	Hold
2015 Q2	$167K	Buy
2015 Q1	$144K	Buy