Lloyd Advisory Services’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
Q2 | – | Sell |
-293
| Closed | -$14K | – | 608 |
|
|
2022
Q1 | $14K | Hold |
293
| – | – | 0.01% | 377 |
|
|
2021
Q4 | $16K | Hold |
293
| – | – | 0.01% | 308 |
|
|
2021
Q3 | $16K | Buy |
293
+48
| +20% | +$2.62K | 0.01% | 276 |
|
|
2021
Q2 | $13K | Hold |
245
| – | – | 0.01% | 263 |
|
|
2021
Q1 | $13K | Hold |
245
| – | – | 0.01% | 232 |
|
|
2020
Q4 | $14K | Hold |
245
| – | – | 0.01% | 187 |
|
|
2020
Q3 | $13K | Buy |
+245
| New | +$13K | 0.01% | 173 |
|