Integrated Wealth Management’s Eversource Energy ES Stock Holding History

Integrated Wealth Management’s Portfolio ES Stock Details ES 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	$154K	Sell
2016 Q2	$217K	Sell
2016 Q1	$221K	Sell
2015 Q4	$208K	Sell
2015 Q3	$209K	Buy
2015 Q2	$185K	Buy
2015 Q1	$194K	Buy