WBI Investments’s Factset FDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-8,289
| Closed | -$2.38M | – | 234 |
|
|
2019
Q2 | $2.38M | Buy |
+8,289
| New | +$2.38M | 0.21% | 108 |
|
|
2015
Q3 | – | Sell |
-24,512
| Closed | -$3.98M | – | 186 |
|
|
2015
Q2 | $3.98M | Buy |
+24,512
| New | +$3.98M | 0.1% | 148 |
|
|
2014
Q2 | – | Sell |
-136,144
| Closed | -$14.7M | – | 113 |
|
|
2014
Q1 | $14.7M | Buy |
+136,144
| New | +$14.7M | 0.64% | 50 |
|