Integrated Wealth Management’s V2X VVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-39
| Closed | -$1K | – | 998 |
|
|
2016
Q3 | $1K | Hold |
39
| – | – | ﹤0.01% | 1194 |
|
|
2016
Q2 | $1K | Hold |
39
| – | – | ﹤0.01% | 1219 |
|
|
2016
Q1 | $1K | Hold |
39
| – | – | ﹤0.01% | 1134 |
|
|
2015
Q4 | $1K | Hold |
39
| – | – | ﹤0.01% | 1239 |
|
|
2015
Q3 | $1K | Hold |
39
| – | – | ﹤0.01% | 1250 |
|
|
2015
Q2 | $1K | Sell |
39
-4
| -9% | -$103 | ﹤0.01% | 1285 |
|
|
2015
Q1 | $1K | Buy |
+43
| New | +$1K | ﹤0.01% | 1225 |
|