Apollon Wealth Management’s WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund HYZD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-2,807
| Closed | -$57K | – | 383 |
|
|
2020
Q2 | $57K | Buy |
+2,807
| New | +$57K | 0.03% | 226 |
|
|
2020
Q1 | – | Sell |
-62,196
| Closed | -$1.45M | – | 67 |
|
|
2019
Q4 | $1.45M | Buy |
62,196
+5,312
| +9% | +$124K | 1.28% | 18 |
|
|
2019
Q3 | $1.31M | Buy |
56,884
+4,766
| +9% | +$110K | 1.37% | 17 |
|
|
2019
Q2 | $1.22M | Buy |
52,118
+1,709
| +3% | +$39.8K | 1.4% | 16 |
|
|
2019
Q1 | $1.17M | Sell |
50,409
-18,209
| -27% | -$423K | 1.55% | 16 |
|
|
2018
Q4 | $1.59M | Buy |
+68,618
| New | +$1.59M | 1.46% | 16 |
|