United Capital Financial Advisors’s WBI BullBear Yield 2000 ETF WBIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-15,614
| Closed | -$296K | – | 1519 |
|
|
2019
Q2 | $296K | Sell |
15,614
-4,066
| -21% | -$77.1K | ﹤0.01% | 1202 |
|
|
2019
Q1 | $386K | Buy |
19,680
+4,671
| +31% | +$91.6K | ﹤0.01% | 1041 |
|
|
2018
Q4 | $299K | Buy |
15,009
+2,086
| +16% | +$41.6K | ﹤0.01% | 1063 |
|
|
2018
Q3 | $293K | Buy |
+12,923
| New | +$293K | ﹤0.01% | 1119 |
|
|
2016
Q3 | – | Sell |
-10,646
| Closed | -$213K | – | 1318 |
|
|
2016
Q2 | $213K | Sell |
10,646
-2,381
| -18% | -$47.6K | ﹤0.01% | 1153 |
|
|
2016
Q1 | $271K | Sell |
13,027
-8,563
| -40% | -$178K | ﹤0.01% | 1029 |
|
|
2015
Q4 | $467K | Buy |
+21,590
| New | +$467K | 0.01% | 905 |
|