IWM
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Integrated Wealth Management’s BlackBerry BB Stock Holding History

Integrated Wealth Management’s Portfolio BB Stock Details BB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-520
Closed -$4K – 299
2016
Q3 		$4K Hold
520
– – ﹤0.01% 933
2016
Q2 		$3K Hold
520
– – ﹤0.01% 995
2016
Q1 		$4K Hold
520
– – ﹤0.01% 870
2015
Q4 		$5K Buy
+520
New +$5K ﹤0.01% 926