IFP Advisors’s WBI BullBear Rising Income 3000 ETF WBIE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Hold |
0
| – | – | – | 5069 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 4867 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 4695 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 4466 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 4286 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 4064 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 3942 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 3872 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 3831 |
|
|
2019
Q1 | – | Sell |
-1,208
| Closed | -$30K | – | 3691 |
|
|
2018
Q4 | $30K | Buy |
1,208
+212
| +21% | +$5.27K | ﹤0.01% | 1889 |
|
|
2018
Q3 | $28K | Sell |
996
-162
| -14% | -$4.55K | ﹤0.01% | 2246 |
|
|
2018
Q2 | $30K | Buy |
+1,158
| New | +$30K | ﹤0.01% | 2208 |
|