UBS 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-139
| Closed | -$3K | – | 7344 |
|
|
2019
Q2 | $3K | Buy |
139
+100
| +256% | +$2.16K | ﹤0.01% | 6701 |
|
|
2019
Q1 | $1K | Sell |
39
-32
| -45% | -$821 | ﹤0.01% | 6790 |
|
|
2018
Q4 | $2K | Buy |
71
+30
| +73% | +$845 | ﹤0.01% | 6909 |
|
|
2018
Q3 | $1K | Buy |
+41
| New | +$1K | ﹤0.01% | 6970 |
|