Integrated Wealth Management’s Allied World Assurance Co Hld Lt AWH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-344
| Closed | -$12K | – | 1392 |
|
|
2016
Q2 | $12K | Hold |
344
| – | – | ﹤0.01% | 725 |
|
|
2016
Q1 | $12K | Hold |
344
| – | – | 0.01% | 674 |
|
|
2015
Q4 | $13K | Hold |
344
| – | – | 0.01% | 713 |
|
|
2015
Q3 | $13K | Hold |
344
| – | – | 0.01% | 708 |
|
|
2015
Q2 | $15K | Hold |
344
| – | – | 0.01% | 703 |
|
|
2015
Q1 | $13K | Buy |
+344
| New | +$13K | 0.01% | 711 |
|