AE Wealth Management’s WisdomTree U.S. Short Term High Yield Corporate Bond Fund SFHY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-20,301
| Closed | -$893K | – | 1353 |
|
|
2020
Q1 | $893K | Sell |
20,301
-11,912
| -37% | -$524K | 0.02% | 509 |
|
|
2019
Q4 | $1.63M | Buy |
32,213
+9,152
| +40% | +$463K | 0.04% | 398 |
|
|
2019
Q3 | $1.16M | Sell |
23,061
-1,241
| -5% | -$62.2K | 0.03% | 412 |
|
|
2019
Q2 | $1.23M | Buy |
24,302
+12,299
| +102% | +$622K | 0.04% | 349 |
|
|
2019
Q1 | $605K | Buy |
+12,003
| New | +$605K | 0.04% | 304 |
|