WealthBridge Capital Management’s ELEMENTS "Dogs of the Dow" Total Return Index Note DOD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q2
Sell
-5,342
Closed -$129K 1007
2019
Q1
$129K Buy
5,342
+1,975
+59% +$48.1K 0.08% 158
2018
Q4
$77K Buy
+3,367
New +$80.8K 0.06% 197

Other funds holding DOD

WealthBridge Capital Management's DOD Position: Q2 2019 in Review

WealthBridge Capital Management sold out of ELEMENTS "Dogs of the Dow" Total Return Index Note (DOD) in Q2 2019, closing a stake of 5,342 shares — an estimated $129K sold.

WealthBridge Capital Management first reported a position in DOD in Q4 2018 and held it in 2 quarters. The position peaked at $129K in Q1 2019. 2 funds tracked by Wall St. Rank hold DOD as of Q2 2019.

  • WealthBridge Capital Management reported no remaining ELEMENTS "Dogs of the Dow" Total Return Index Note position as of Q2 2019 after selling out during the quarter.
  • WealthBridge Capital Management sold 5,342 ELEMENTS "Dogs of the Dow" Total Return Index Note shares in Q2 2019, an estimated $129K.
  • WealthBridge Capital Management first reported a position in ELEMENTS "Dogs of the Dow" Total Return Index Note in Q4 2018 and held it in 2 quarters.
  • WealthBridge Capital Management's ELEMENTS "Dogs of the Dow" Total Return Index Note position peaked at $129K in Q1 2019.
  • 2 funds tracked by Wall St. Rank held ELEMENTS "Dogs of the Dow" Total Return Index Note as of Q2 2019.

Based on WealthBridge Capital Management's 13F filing for Q2 2019, filed 13 Aug 2019.