Tiedemann Wealth Management Holdings’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2017 Q2	$506K	Sell	14,535 -49,980	-77%	-$1.74M	18.85%	3
2017 Q1	$2.21M	Sell	64,515 -67,295	-51%	-$2.3M	8.91%	6
2016 Q4	$4.36M	Sell	131,810 -35,135	-21%	-$1.16M	9.7%	4
2016 Q3	$5.17M	Buy	+166,945	New	+$5.17M	12.8%	4