Concourse Financial Group Securities’s WisdomTree Balanced Income Fund WBAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Hold |
0
| – | – | – | 8147 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 7947 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 7805 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 7611 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 7493 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 7284 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 7150 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 6945 |
|