ACG Wealth’s WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund SHAG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
Sell
2022
Q2
$2K Buy
2019
Q4
Sell
2019
Q3
$211K Sell
2019
Q2
$217K Sell
2019
Q1
$227K Sell
2018
Q4
$249K Sell
2018
Q3
$285K Buy