IWM
SGL

Integrated Wealth Management’s STRATEGIC GLOBAL INCOME FUND SGL Stock Holding History

Integrated Wealth Management’s Portfolio SGL Stock Details SGL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-2,640
Closed -$24K – 1422
2016
Q1 		$24K Hold
2,640
– – 0.01% 524
2015
Q4 		$23K Hold
2,640
– – 0.01% 563
2015
Q3 		$21K Hold
2,640
– – 0.01% 577
2015
Q2 		$22K Hold
2,640
– – 0.01% 581
2015
Q1 		$22K Buy
+2,640
New +$22K 0.01% 551