Cambridge Investment Research Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-6,090
| Closed | -$314K | – | 2590 |
|
|
2020
Q2 | $314K | Buy |
+6,090
| New | +$314K | ﹤0.01% | 1849 |
|
|
2020
Q1 | – | Sell |
-36,682
| Closed | -$1.85M | – | 2450 |
|
|
2019
Q4 | $1.85M | Buy |
36,682
+6,198
| +20% | +$312K | 0.01% | 830 |
|
|
2019
Q3 | $1.54M | Sell |
30,484
-40,852
| -57% | -$2.06M | 0.01% | 859 |
|
|
2019
Q2 | $3.59M | Buy |
+71,336
| New | +$3.59M | 0.03% | 518 |
|