Carson Wealth (CWM LLC)’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
Q3 | – | Sell |
-54
| Closed | -$3K | – | 4490 |
|
|
2023
Q2 | $3K | Buy |
+54
| New | +$3K | ﹤0.01% | 3683 |
|
|
2022
Q3 | – | Sell |
-258
| Closed | -$12K | – | 4138 |
|
|
2022
Q2 | $12K | Buy |
+258
| New | +$12K | ﹤0.01% | 2480 |
|
|
2019
Q1 | – | Sell |
-6,710
| Closed | -$328K | – | 3206 |
|
|
2018
Q4 | $328K | Buy |
+6,710
| New | +$328K | 0.01% | 507 |
|