IWMPD
XLS

Integrated Wealth Management (Palm Desert)’s EXELIS INC COM STK XLS Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio XLS Stock Details XLS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-794
Closed -$19K – 1564
2015
Q1 		$19K Buy
+794
New +$17K 0.01% 593

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BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return