MWM
Modera Wealth Management’s CRA International CRAI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | – | Sell |
-15,301
| Closed | -$353K | – | 84 |
|
|
2014
Q2 | $353K | Hold |
15,301
| – | – | 0.16% | 42 |
|
|
2014
Q1 | $336K | Sell |
15,301
-6,624
| -30% | -$145K | 0.13% | 41 |
|
|
2013
Q4 | $434K | Hold |
21,925
| – | – | 0.16% | 51 |
|
|
2013
Q3 | $408K | Sell |
21,925
-7,500
| -25% | -$140K | 0.2% | 36 |
|
|
2013
Q2 | $543K | Buy |
+29,425
| New | +$543K | 0.28% | 31 |
|