IWM
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Integrated Wealth Management’s Box BOX Stock Holding History

Integrated Wealth Management’s Portfolio BOX Stock Details BOX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-230
Closed -$4K – 325
2016
Q3 		$4K Hold
230
– – ﹤0.01% 935
2016
Q2 		$2K Hold
230
– – ﹤0.01% 1050
2016
Q1 		$3K Hold
230
– – ﹤0.01% 914
2015
Q4 		$3K Buy
+230
New +$3K ﹤0.01% 1007