NAM
Nichols Asset Management’s WisdomTree WT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q2 | – | Sell |
-378,980
| Closed | -$4.97M | – | 134 |
|
|
2014
Q1 | $4.97M | Sell |
378,980
-30,241
| -7% | -$397K | 1.12% | 52 |
|
|
2013
Q4 | $7.25M | Buy |
409,221
+71,356
| +21% | +$1.26M | 1.51% | 31 |
|
|
2013
Q3 | $3.92M | Buy |
+337,865
| New | +$3.92M | 1.08% | 53 |
|