Integrated Wealth Management’s Salesforce CRM Stock Holding History

Integrated Wealth Management’s Portfolio CRM Stock Details CRM Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell
2016 Q3	$58K	Hold
2016 Q2	$65K	Sell
2016 Q1	$73K	Sell
2015 Q4	$85K	Hold
2015 Q3	$75K	Buy
2015 Q2	$35K	Sell
2015 Q1	$40K	Buy