IWM
NZH

Integrated Wealth Management’s Nuveen Calif Div NZH Stock Holding History

Integrated Wealth Management’s Portfolio NZH Stock Details NZH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
2016
Q3 		$38K Hold
2016
Q2 		$40K Hold
2016
Q1 		$38K Hold
2015
Q4 		$35K Hold
2015
Q3 		$34K Hold
2015
Q2 		$32K Hold
2015
Q1 		$34K Buy