Kingsview Wealth Management’s WBI BullBear Global Income ETF WBII Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q2 | – | Sell |
-15,795
| Closed | -$389K | – | 481 |
|
2019
Q1 | $389K | Sell |
15,795
-15,461
| -49% | -$381K | 0.06% | 304 |
|
2018
Q4 | $751K | Buy |
31,256
+8,219
| +36% | +$197K | 0.16% | 168 |
|
2018
Q3 | $552K | Sell |
23,037
-721
| -3% | -$17.3K | 0.11% | 216 |
|
2018
Q2 | $566K | Buy |
23,758
+14,695
| +162% | +$350K | 0.14% | 182 |
|
2018
Q1 | $222K | Buy |
9,063
+402
| +5% | +$9.85K | 0.06% | 289 |
|
2017
Q4 | $220K | Buy |
+8,661
| New | +$220K | 0.08% | 288 |
|