BWP
QHY

Bernardo Wealth Planning’s WisdomTree U.S. High Yield Corporate Bond Fund QHY Stock Holding History

Bernardo Wealth Planning’s Portfolio QHY Stock Details QHY Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-29,951
Closed -$1.34M – 96
2023
Q1 		$1.34M Buy
29,951
+1,386
+5% +$62K 0.58% 32
2022
Q4 		$1.25M Buy
+28,565
New +$1.25M 0.59% 31