MWM
HTR

Merriman Wealth Management’s Brookfield Total Return Fund Inc HTR Stock Holding History

Merriman Wealth Management’s Portfolio HTR Stock Details HTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
2014
Q2 		$771K Sell
2014
Q1 		$838K Sell
2013
Q4 		$849K Buy