ACG Wealth’s WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund SHAG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-44
| Closed | -$2K | – | 870 |
|
|
2022
Q2 | $2K | Buy |
+44
| New | +$2K | ﹤0.01% | 831 |
|
|
2019
Q4 | – | Sell |
-4,180
| Closed | -$211K | – | 335 |
|
|
2019
Q3 | $211K | Sell |
4,180
-129
| -3% | -$6.51K | 0.03% | 303 |
|
|
2019
Q2 | $217K | Sell |
4,309
-270
| -6% | -$13.6K | 0.03% | 313 |
|
|
2019
Q1 | $227K | Sell |
4,579
-517
| -10% | -$25.6K | 0.03% | 302 |
|
|
2018
Q4 | $249K | Sell |
5,096
-736
| -13% | -$36K | 0.04% | 261 |
|
|
2018
Q3 | $285K | Buy |
+5,832
| New | +$285K | 0.04% | 259 |
|