IWM
XYZ

Integrated Wealth Management’s Block, Inc. XYZ Stock Holding History

Integrated Wealth Management’s Portfolio XYZ Stock Details XYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-550
Closed -$6K – 1041
2016
Q3 		$6K Hold
550
– – ﹤0.01% 881
2016
Q2 		$5K Buy
550
+500
+1,000% +$4.55K ﹤0.01% 930
2016
Q1 		$1K Buy
+50
New +$1K ﹤0.01% 1141