Integrated Wealth Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Integrated Wealth Management’s Portfolio XLE Stock Details XLE 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	$240K	Buy
2016 Q4	$258K	Buy
2016 Q3	$212K	Buy
2016 Q2	$192K	Sell
2016 Q1	$188K	Sell
2015 Q4	$195K	Sell
2015 Q3	$206K	Sell
2015 Q2	$263K	Buy
2015 Q1	$245K	Buy