Integrated Wealth Management’s Qualcomm QCOM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q1
$330K Buy
5,751
+2,135
+59% +$123K 0.11% 175
2016
Q4
$236K Hold
3,616
0.09% 209
2016
Q3
$248K Sell
3,616
-580
-14% -$39.8K 0.09% 190
2016
Q2
$225K Sell
4,196
-873
-17% -$46.8K 0.09% 199
2016
Q1
$259K Sell
5,069
-419
-8% -$21.4K 0.11% 156
2015
Q4
$274K Sell
5,488
-3,410
-38% -$170K 0.12% 138
2015
Q3
$478K Sell
8,898
-4,521
-34% -$243K 0.21% 97
2015
Q2
$840K Sell
13,419
-1,721
-11% -$108K 0.33% 69
2015
Q1
$1.05M Buy
+15,140
New +$1.05M 0.44% 52