IWM
CAA

Integrated Wealth Management’s CalAtlantic Group, Inc. CAA Stock Holding History

Integrated Wealth Management’s Portfolio CAA Stock Details CAA Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-1,000
Closed -$33K – 1208
2016
Q3 		$33K Buy
+1,000
New +$33K 0.01% 496