MWM
OIL

Modera Wealth Management’s Barclays Bank PLC iPath Exchange Traded Notes Linked to Goldman Sachs Crude Oil Total Return In OIL Stock Holding History

Modera Wealth Management’s Portfolio OIL Stock Details OIL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-11,740
Closed -$68K – 120
2016
Q3 		$68K Hold
11,740
– – 0.02% 110
2016
Q2 		$73K Buy
+11,740
New +$73K 0.03% 102