Carroll Financial Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-685
| Closed | -$16K | – | 1282 |
|
|
2017
Q4 | $16K | Hold |
685
| – | – | ﹤0.01% | 722 |
|
|
2017
Q3 | $16K | Hold |
685
| – | – | ﹤0.01% | 713 |
|
|
2017
Q2 | $16K | Hold |
685
| – | – | ﹤0.01% | 729 |
|
|
2017
Q1 | $16K | Hold |
685
| – | – | ﹤0.01% | 716 |
|
|
2016
Q4 | $16K | Hold |
685
| – | – | ﹤0.01% | 685 |
|
|
2016
Q3 | $16K | Hold |
685
| – | – | ﹤0.01% | 703 |
|
|
2016
Q2 | $15K | Hold |
685
| – | – | ﹤0.01% | 691 |
|
|
2016
Q1 | $14K | Buy |
+685
| New | +$14K | ﹤0.01% | 694 |
|