Integrated Wealth Management’s Banc of California BANC Stock Holding History

Integrated Wealth Management’s Portfolio BANC Stock Details BANC 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	–	Sell
2016 Q4	$339K	Hold
2016 Q3	$341K	Sell
2016 Q2	$357K	Buy
2016 Q1	$171K	Hold
2015 Q4	$142K	Buy