CoreCap 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $527 | Hold |
11
| – | – | ﹤0.01% | 2491 |
|
2025
Q1 | $524 | Hold |
11
| – | – | ﹤0.01% | 2678 |
|
2024
Q4 | $519 | Hold |
11
| – | – | ﹤0.01% | 2492 |
|
2024
Q3 | $528 | Hold |
11
| – | – | ﹤0.01% | 2358 |
|
2024
Q2 | $516 | Hold |
11
| – | – | ﹤0.01% | 1447 |
|
2024
Q1 | $518 | Buy |
+11
| New | +$518 | ﹤0.01% | 2324 |
|
2022
Q4 | $513 | Buy |
+11
| New | +$513 | ﹤0.01% | 2162 |
|
2022
Q3 | – | Sell |
-11
| Closed | -$1K | – | 1812 |
|
2022
Q2 | $1K | Buy |
+11
| New | +$1K | ﹤0.01% | 2055 |
|
2022
Q1 | – | Sell |
-11
| Closed | -$1K | – | 1812 |
|
2021
Q4 | $1K | Buy |
+11
| New | +$1K | ﹤0.01% | 2231 |
|