TWMP
OPPE
Taylor Wealth Management Partners’s WisdomTree European Opportunities Fund OPPE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-302,130
| Closed | -$7.42M | – | 149 |
|
|
2015
Q4 | $7.42M | Sell |
302,130
-78,875
| -21% | -$1.94M | 3.2% | 13 |
|
|
2015
Q3 | $8.93M | Sell |
381,005
-12,779
| -3% | -$300K | 4.31% | 8 |
|
|
2015
Q2 | $9.87M | Buy |
393,784
+40,109
| +11% | +$1.01M | 3.15% | 12 |
|
|
2015
Q1 | $9.19M | Buy |
+353,675
| New | +$9.19M | 2.88% | 13 |
|