Susquehanna International Group’s WisdomTree Balanced Income Fund WBAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-28,256
| Closed | -$725K | – | 5375 |
|
|
2019
Q4 | $725K | Buy |
28,256
+8
| +0% | +$205 | ﹤0.01% | 2218 |
|
|
2019
Q3 | $701K | Buy |
28,248
+9,945
| +54% | +$247K | ﹤0.01% | 2483 |
|
|
2019
Q2 | $451K | Buy |
18,303
+4,601
| +34% | +$113K | ﹤0.01% | 3028 |
|
|
2019
Q1 | $333K | Sell |
13,702
-3,972
| -22% | -$96.5K | ﹤0.01% | 2179 |
|
|
2018
Q4 | $397K | Buy |
+17,674
| New | +$397K | ﹤0.01% | 2336 |
|
|
2018
Q2 | – | Sell |
-73,040
| Closed | -$1.78M | – | 5199 |
|
|
2018
Q1 | $1.78M | Sell |
73,040
-25,155
| -26% | -$612K | ﹤0.01% | 1057 |
|
|
2017
Q4 | $2.46M | Buy |
+98,195
| New | +$2.46M | ﹤0.01% | 984 |
|