Avion Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-263
| Closed | -$5K | – | 869 |
|
|
2023
Q1 | $5K | Hold |
263
| – | – | ﹤0.01% | 317 |
|
|
2022
Q4 | $5K | Hold |
263
| – | – | ﹤0.01% | 320 |
|
|
2022
Q3 | $5K | Hold |
263
| – | – | ﹤0.01% | 327 |
|
|
2022
Q2 | $5K | Hold |
263
| – | – | ﹤0.01% | 324 |
|
|
2022
Q1 | $6K | Hold |
263
| – | – | ﹤0.01% | 275 |
|
|
2021
Q4 | $6K | Hold |
263
| – | – | ﹤0.01% | 277 |
|
|
2021
Q3 | $6K | Hold |
263
| – | – | ﹤0.01% | 268 |
|
|
2021
Q2 | $6K | Hold |
263
| – | – | ﹤0.01% | 254 |
|
|
2021
Q1 | $6K | Hold |
263
| – | – | ﹤0.01% | 248 |
|
|
2020
Q4 | $6K | Hold |
263
| – | – | ﹤0.01% | 259 |
|
|
2020
Q3 | $5K | Buy |
+263
| New | +$5K | ﹤0.01% | 230 |
|