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 |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-2,483
| Closed | -$118K | – | 2005 |
|
|
2022
Q2 | $118K | Sell |
2,483
-1,083
| -30% | -$51.5K | 0.02% | 504 |
|
|
2022
Q1 | $173K | Sell |
3,566
-4,149
| -54% | -$201K | 0.03% | 442 |
|
|
2021
Q4 | $390K | Buy |
7,715
+197
| +3% | +$9.96K | 0.06% | 288 |
|
|
2021
Q3 | $386K | Sell |
7,518
-12,406
| -62% | -$637K | 0.07% | 282 |
|
|
2021
Q2 | $1.03M | Sell |
19,924
-12,441
| -38% | -$641K | 0.19% | 125 |
|
|
2021
Q1 | $1.66M | Sell |
32,365
-2,697
| -8% | -$138K | 0.38% | 41 |
|
|
2020
Q4 | $1.82M | Buy |
35,062
+29,970
| +589% | +$1.55M | 0.46% | 36 |
|
|
2020
Q3 | $263K | Buy |
5,092
+974
| +24% | +$50.3K | 0.09% | 219 |
|
|
2020
Q2 | $213K | Buy |
4,118
+1,220
| +42% | +$63.1K | 0.08% | 227 |
|
|
2020
Q1 | $144K | Sell |
2,898
-895
| -24% | -$44.5K | 0.07% | 263 |
|
|
2019
Q4 | $193K | Buy |
3,793
+605
| +19% | +$30.8K | 0.07% | 232 |
|
|
2019
Q3 | $162K | Buy |
+3,188
| New | +$162K | 0.07% | 239 |
|