IWM
CSS
Integrated Wealth Management’s CSS Industries, Inc. CSS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-815
| Closed | -$21K | – | 1150 |
|
|
2016
Q3 | $21K | Hold |
815
| – | – | 0.01% | 594 |
|
|
2016
Q2 | $22K | Hold |
815
| – | – | 0.01% | 578 |
|
|
2016
Q1 | $23K | Hold |
815
| – | – | 0.01% | 534 |
|
|
2015
Q4 | $23K | Hold |
815
| – | – | 0.01% | 562 |
|
|
2015
Q3 | $21K | Hold |
815
| – | – | 0.01% | 576 |
|
|
2015
Q2 | $25K | Buy |
815
+166
| +26% | +$5.09K | 0.01% | 547 |
|
|
2015
Q1 | $19K | Buy |
+649
| New | +$19K | 0.01% | 590 |
|