Patriot Financial Group Insurance Agency’s WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund HYZD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Hold |
0
| – | – | – | 1449 |
|
|
2019
Q1 | – | Sell |
-42
| Closed | -$1K | – | 1316 |
|
|
2018
Q4 | $1K | Sell |
42
-395
| -90% | -$9.41K | ﹤0.01% | 903 |
|
|
2018
Q3 | $11K | Buy |
+437
| New | +$11K | 0.01% | 610 |
|
|
2017
Q2 | – | Sell |
-400
| Closed | -$10K | – | 930 |
|
|
2017
Q1 | $10K | Hold |
400
| – | – | 0.01% | 482 |
|
|
2016
Q4 | $10K | Buy |
+400
| New | +$10K | 0.01% | 460 |
|