IWM
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Integrated Wealth Management’s CDW CDW Stock Holding History

Integrated Wealth Management’s Portfolio CDW Stock Details CDW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-289
Closed -$12K – 1201
2015
Q4 		$12K Buy
289
+94
+48% +$3.9K 0.01% 719
2015
Q3 		$8K Buy
+195
New +$8K ﹤0.01% 807