Integrated Wealth Management (Palm Desert)’s United Parcel Service UPS Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio UPS Stock Details UPS 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	$5.27M	Buy
2016 Q4	$5.57M	Buy
2016 Q3	$5.23M	Sell
2016 Q2	$5.19M	Buy
2016 Q1	$4.99M	Buy
2015 Q4	$4.55M	Buy
2015 Q3	$4.64M	Buy
2015 Q2	$4.51M	Sell
2015 Q1	$4.52M	Buy