Tiedemann Wealth Management Holdings’s iShares MSCI World ETF URTH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q1
Sell
-5,297
Closed -$387K 16
2016
Q4
$387K Sell
5,297
-488
-8% -$35.7K 0.86% 16
2016
Q3
$420K Buy
+5,785
New +$420K 1.04% 10