Integrated Wealth Management’s Credit Suisse Group CS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q4
Sell
2016
Q3
$22K Buy
2016
Q2
$11K Hold
2016
Q1
$14K Sell
2015
Q4
$22K Hold
2015
Q3
$24K Hold
2015
Q2
$28K Sell
2015
Q1
$30K Buy