Cetera Advisor Networks’s WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund SHAG Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-167,487
| Closed | -$7.97M | – | 2153 |
|
2022
Q2 | $7.97M | Buy |
167,487
+9,805
| +6% | +$467K | 0.1% | 224 |
|
2022
Q1 | $7.64M | Buy |
157,682
+4,917
| +3% | +$238K | 0.09% | 229 |
|
2021
Q4 | $7.72M | Buy |
152,765
+4,656
| +3% | +$235K | 0.09% | 229 |
|
2021
Q3 | $7.56M | Sell |
148,109
-1,183
| -0.8% | -$60.3K | 0.1% | 219 |
|
2021
Q2 | $7.63M | Buy |
+149,292
| New | +$7.63M | 0.11% | 204 |
|
2020
Q3 | – | Sell |
-1,850
| Closed | -$95K | – | 2717 |
|
2020
Q2 | $95K | Buy |
+1,850
| New | +$95K | ﹤0.01% | 1542 |
|