Sowell Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-3,726
| Closed | -$192K | – | 2827 |
|
|
2021
Q1 | $192K | Buy |
3,726
+483
| +15% | +$24.9K | 0.01% | 1077 |
|
|
2020
Q4 | $168K | Buy |
3,243
+357
| +12% | +$18.5K | 0.01% | 920 |
|
|
2020
Q3 | $149K | Buy |
2,886
+536
| +23% | +$27.7K | 0.01% | 831 |
|
|
2020
Q2 | $122K | Sell |
2,350
-26
| -1% | -$1.35K | 0.01% | 907 |
|
|
2020
Q1 | $118K | Buy |
2,376
+1,710
| +257% | +$84.9K | 0.01% | 797 |
|
|
2019
Q4 | $34K | Buy |
666
+609
| +1,068% | +$31.1K | ﹤0.01% | 1286 |
|
|
2019
Q3 | $3K | Buy |
+57
| New | +$3K | ﹤0.01% | 1996 |
|