MWM
BOI

Merriman Wealth Management’s Brookfield Mtge Opportunity Fd BOI Stock Holding History

Merriman Wealth Management’s Portfolio BOI Stock Details BOI Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
2014
Q3 		$610K Sell
2014
Q2 		$1.67M Hold
2014
Q1 		$1.62M Buy
2013
Q4 		$1.49M Buy