Financial Gravity Asset Management’s WBI BullBear Trend Switch US 3000 Total Return ETF WBIT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-652
| Closed | -$13K | – | 1035 |
|
|
2021
Q2 | $13K | Hold |
652
| – | – | ﹤0.01% | 884 |
|
|
2021
Q1 | $13 | Buy |
652
+28
| +4% | +$1 | ﹤0.01% | 708 |
|
|
2020
Q4 | $13K | Buy |
+624
| New | +$13K | 0.01% | 164 |
|
|
2020
Q2 | – | Sell |
-3,624
| Closed | -$60 | – | 1011 |
|
|
2020
Q1 | $60 | Sell |
3,624
-1,439
| -28% | -$24 | ﹤0.01% | 945 |
|
|
2019
Q4 | $103K | Buy |
+5,063
| New | +$103K | 0.07% | 310 |
|