Coastal Investment Advisors, Inc. Wisdomtree U.S. Corporate Bond Transaction History

Coastal Investment Advisors, Inc.

$504 Million
Q2 2024

A detailed history of Coastal Investment Advisors, Inc. transactions in Wisdomtree U.S. Corporate Bond stock. As of the latest transaction made, Coastal Investment Advisors, Inc. holds 160 shares of WFIG stock, worth $7,291. This represents 0.0% of its overall portfolio holdings.

Number of Shares

160

Previous 160 -0.0%

Holding current value

$7,291

Previous $7,000 -0.0%

% of portfolio

0.0%

Previous 0.0%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 19, 2024	BUY	$43.86 - $44.91 $7,017 - $7,185	160 New	160 $7,000
Q2 2023 Aug 09, 2023	BUY	$43.17 - $44.85 $6,907 - $7,176	160 New	160 $7,000
Q3 2022 Oct 27, 2022	BUY	$42.08 - $46.81 $6,732 - $7,489	160 New	160 $7,000
Q3 2020 Oct 23, 2020	SELL	$54.68 - $56.32 $821,402 - $846,039	-15,022 Closed	0 $0
Q2 2020 Jul 16, 2020	SELL	$49.78 - $54.57 $1,493 - $1,637	-30 Reduced 0.2%	15,022 $819,000
Q1 2020 Apr 23, 2020	BUY	$43.76 - $54.87 $38,771 - $48,614	886 Added 6.25%	15,052 $762,000
Q4 2019 Feb 05, 2020	BUY	$51.66 - $52.58 $131,371 - $133,710	2,543 Added 21.88%	14,166 $742,000
Q3 2019 Oct 18, 2019	BUY	$51.37 - $52.2 $35,959 - $36,540	700 Added 6.41%	11,623 $605,000
Q2 2019 Aug 01, 2019	BUY	N/A	1,968 Added 21.98%	10,923 $561,000
Q1 2019 May 15, 2019	BUY	N/A	8,955 New	8,955 $442,000

Others Institutions Holding WFIG

# of Institutions

Shares Held

309K

Call Options Held

Put Options Held

View Full List

About WISDOMTREE U.S. CORPORATE BOND

Ticker WFIG
Sector ETFs
Industry ETFs

More about WFIG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Coastal Investment Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Coastal Investment Advisors, Inc. with notifications on news.

Account

Coastal Investment Advisors, Inc. Wisdomtree U.S. Corporate Bond Transaction History