PFGIA
CRDT

Patriot Financial Group Insurance Agency’s WisdomTree Trust WisdomTree Strategic Corporate Bond Fund CRDT Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio CRDT Stock Details CRDT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-55
Closed -$4K – 966
2017
Q2 		$4K Hold
55
– – ﹤0.01% 747
2017
Q1 		$4K Hold
55
– – ﹤0.01% 687
2016
Q4 		$4K Buy
+55
New +$4K 0.01% 623