Carson Wealth (CWM LLC)’s WisdomTree U.S. Corporate Bond Fund QIG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-667
| Closed | -$36K | – | 3893 |
|
|
2021
Q4 | $36K | Buy |
+667
| New | +$36K | ﹤0.01% | 1710 |
|
|
2021
Q2 | $512K | Hold |
9,392
| – | – | ﹤0.01% | 670 |
|
|
2021
Q1 | $512K | Hold |
9,392
| – | – | ﹤0.01% | 670 |
|
|
2020
Q4 | $512K | Hold |
9,392
| – | – | ﹤0.01% | 670 |
|
|
2020
Q3 | $512K | Hold |
9,392
| – | – | ﹤0.01% | 670 |
|
|
2020
Q2 | $512K | Hold |
9,392
| – | – | ﹤0.01% | 670 |
|
|
2020
Q1 | $512K | Hold |
9,392
| – | – | ﹤0.01% | 670 |
|
|
2019
Q4 | $512K | Hold |
9,392
| – | – | ﹤0.01% | 670 |
|
|
2019
Q3 | $512K | Hold |
9,392
| – | – | ﹤0.01% | 670 |
|
|
2019
Q2 | $512K | Hold |
9,392
| – | – | ﹤0.01% | 670 |
|
|
2019
Q1 | $512K | Buy |
+9,392
| New | +$512K | ﹤0.01% | 670 |
|