Cetera 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $222K | Buy |
4,716
+10
| +0.2% | +$471 | ﹤0.01% | 2150 |
|
|
2023
Q4 | $223K | Sell |
4,706
-353
| -7% | -$16.7K | ﹤0.01% | 1587 |
|
|
2023
Q3 | $234K | Sell |
5,059
-592
| -10% | -$27.4K | ﹤0.01% | 1461 |
|
|
2023
Q2 | $264K | Sell |
5,651
-451
| -7% | -$21K | ﹤0.01% | 1368 |
|
|
2023
Q1 | $288K | Buy |
6,102
+9
| +0.1% | +$425 | ﹤0.01% | 1309 |
|
|
2022
Q4 | $284K | Buy |
6,093
+8
| +0.1% | +$373 | 0.01% | 1263 |
|
|
2022
Q3 | $281K | Buy |
6,085
+7
| +0.1% | +$323 | 0.01% | 1002 |
|
|
2022
Q2 | $289K | Buy |
6,078
+5
| +0.1% | +$238 | 0.01% | 1064 |
|
|
2022
Q1 | $294K | Buy |
6,073
+5
| +0.1% | +$242 | 0.01% | 1117 |
|
|
2021
Q4 | $307K | Buy |
6,068
+344
| +6% | +$17.4K | 0.01% | 1108 |
|
|
2021
Q3 | $292K | Buy |
+5,724
| New | +$292K | 0.01% | 1118 |
|