Integrated Wealth Management’s Nasdaq NDAQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-1,197
| Closed | -$27K | – | 740 |
|
|
2016
Q3 | $27K | Hold |
1,197
| – | – | 0.01% | 537 |
|
|
2016
Q2 | $26K | Hold |
1,197
| – | – | 0.01% | 539 |
|
|
2016
Q1 | $26K | Hold |
1,197
| – | – | 0.01% | 500 |
|
|
2015
Q4 | $23K | Hold |
1,197
| – | – | 0.01% | 560 |
|
|
2015
Q3 | $21K | Hold |
1,197
| – | – | 0.01% | 568 |
|
|
2015
Q2 | $19K | Hold |
1,197
| – | – | 0.01% | 626 |
|
|
2015
Q1 | $20K | Buy |
+1,197
| New | +$20K | 0.01% | 574 |
|