Integrated Wealth Management’s Wells Fargo WFC Stock Holding History

Integrated Wealth Management’s Portfolio WFC Stock Details WFC 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	$1.12M	Buy
2016 Q4	$1.03M	Buy
2016 Q3	$790K	Sell
2016 Q2	$1.08M	Buy
2016 Q1	$962K	Buy
2015 Q4	$1.06M	Buy
2015 Q3	$925K	Sell
2015 Q2	$1.29M	Buy
2015 Q1	$1.24M	Buy