Integrated Wealth Management’s Sempra SRE Stock Holding History

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

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	$479K	Buy
2016 Q4	$436K	Buy
2016 Q3	$464K	Sell
2016 Q2	$503K	Sell
2016 Q1	$605K	Buy
2015 Q4	$491K	Sell
2015 Q3	$542K	Sell
2015 Q2	$669K	Sell
2015 Q1	$844K	Buy