Integrated Wealth Management’s Wolfspeed WOLF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2016
Q4
Sell
-1,000
Closed -$26K 1010
2016
Q3
$26K Hold
1,000
0.01% 546
2016
Q2
$24K Hold
1,000
0.01% 559
2016
Q1
$29K Hold
1,000
0.01% 479
2015
Q4
$27K Sell
1,000
-1,000
-50% -$27K 0.01% 515
2015
Q3
$48K Sell
2,000
-33
-2% -$792 0.02% 390
2015
Q2
$53K Sell
2,033
-103
-5% -$2.69K 0.02% 389
2015
Q1
$75K Buy
+2,136
New +$75K 0.03% 315