Integrated Wealth Management’s Visa V Stock Holding History

Integrated Wealth Management’s Portfolio V Stock Details V 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	$872K	Sell
2016 Q4	$851K	Buy
2016 Q3	$901K	Sell
2016 Q2	$829K	Sell
2016 Q1	$856K	Sell
2015 Q4	$990K	Sell
2015 Q3	$899K	Buy
2015 Q2	$833K	Buy
2015 Q1	$768K	Buy