Integrated Wealth Management’s PCM, Inc PCMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-2,409
| Closed | -$52K | – | 1165 |
|
|
2016
Q3 | $52K | Hold |
2,409
| – | – | 0.02% | 404 |
|
|
2016
Q2 | $27K | Hold |
2,409
| – | – | 0.01% | 537 |
|
|
2016
Q1 | $19K | Hold |
2,409
| – | – | 0.01% | 570 |
|
|
2015
Q4 | $24K | Hold |
2,409
| – | – | 0.01% | 551 |
|
|
2015
Q3 | $22K | Hold |
2,409
| – | – | 0.01% | 558 |
|
|
2015
Q2 | $24K | Buy |
2,409
+773
| +47% | +$7.7K | 0.01% | 564 |
|
|
2015
Q1 | $15K | Buy |
+1,636
| New | +$15K | 0.01% | 663 |
|