Integrated Wealth Management’s SPDR S&P 500 ETF Trust SPY Stock Holding History

Integrated Wealth Management’s Portfolio SPY Stock Details SPY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	$3.65M	Buy
2016 Q4	$2.79M	Buy
2016 Q3	$2.01M	Buy
2016 Q2	$1.41M	Sell
2016 Q1	$1.57M	Sell
2015 Q4	$1.82M	Buy
2015 Q3	$1.65M	Buy
2015 Q2	$1.18M	Sell
2015 Q1	$1.24M	Buy