PFGIA
WBAL

Patriot Financial Group Insurance Agency’s WisdomTree Balanced Income Fund WBAL Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio WBAL Stock Details WBAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-70
Closed -$2K – 1524
2019
Q3 		$2K Hold
70
– – ﹤0.01% 1137
2019
Q2 		$2K Hold
70
– – ﹤0.01% 1167
2019
Q1 		$2K Hold
70
– – ﹤0.01% 1066
2018
Q4 		$2K Buy
+70
New +$2K ﹤0.01% 868