Bank of Montreal’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-6,864
| Closed | -$328K | – | 3466 |
|
|
2024
Q3 | $328K | Sell |
6,864
-5,470
| -44% | -$261K | ﹤0.01% | 2420 |
|
|
2024
Q2 | $582K | Buy |
12,334
+334
| +3% | +$15.8K | ﹤0.01% | 2065 |
|
|
2024
Q1 | $566K | Buy |
+12,000
| New | +$566K | ﹤0.01% | 2088 |
|
|
2020
Q4 | – | Sell |
-1,450
| Closed | -$75K | – | 4509 |
|
|
2020
Q3 | $75K | Buy |
+1,450
| New | +$75K | ﹤0.01% | 2849 |
|