Integrated Wealth Management (Palm Desert)’s United Fire Group UFCS Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio UFCS Stock Details UFCS 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	$267K	Hold
2016 Q4	$307K	Hold
2016 Q3	$264K	Hold
2016 Q2	$265K	Hold
2016 Q1	$274K	Hold
2015 Q4	$239K	Hold
2015 Q3	$219K	Hold
2015 Q2	$205K	Hold
2015 Q1	$198K	Buy