CWA
ALD

Convergent Wealth Advisors’s WisdomTree Asia Local Debt Fund ALD Stock Holding History

Convergent Wealth Advisors’s Portfolio ALD Stock Details ALD Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
2014
Q4 		$886K Hold
2014
Q3 		$907K Hold
2014
Q2 		$935K Buy
2014
Q1 		– Sell
2013
Q4 		$903K Hold
2013
Q3 		$915K Buy