Patriot Financial Group Insurance Agency’s WisdomTree U.S. Short Term Corporate Bond Fund QSIG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
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|
2022
Q2 | $118K | Sell |
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|
2022
Q1 | $173K | Sell |
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|
2021
Q4 | $390K | Buy |
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|
2021
Q3 | $386K | Sell |
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|
2021
Q2 | $1.03M | Sell |
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|
2021
Q1 | $1.66M | Sell |
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|
2020
Q4 | $1.82M | Buy |
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|
2020
Q3 | $263K | Buy |
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|
2020
Q2 | $213K | Buy |
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|
2020
Q1 | $144K | Sell |
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|
2019
Q4 | $193K | Buy |
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|
2019
Q3 | $162K | Buy |
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