Integrated Wealth Management (Palm Desert)’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio XLU Stock Details XLU Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell
2016 Q3	$119K	Buy
2016 Q2	$128K	Sell
2016 Q1	$174K	Sell
2015 Q4	$155K	Sell
2015 Q3	$252K	Buy
2015 Q2	$241K	Buy
2015 Q1	$241K	Buy