Avior Wealth Management’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
2023
Q4
Sell
-2,096
Closed -$97K 1664
2023
Q3
$97K Sell
2,096
-24
-1% -$1.11K 0.01% 630
2023
Q2
$98.9K Sell
2,120
-63
-3% -$2.94K 0.01% 629
2023
Q1
$103K Buy
+2,183
New +$103K 0.01% 634