Integrated Wealth Management’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Integrated Wealth Management’s Portfolio KBE Stock Details KBE 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	$26K	Hold
2016 Q2	$23K	Hold
2016 Q1	$23K	Hold
2015 Q4	$26K	Buy
2015 Q3	$9K	Hold
2015 Q2	$10K	Hold
2015 Q1	$8K	Buy