Creative Financial Designs’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 | $1.82K | Sell |
38
-26
| -41% | -$1.25K | ﹤0.01% | 1697 |
|
|
2025
Q1 | $3.05K | Sell |
64
-10
| -14% | -$476 | ﹤0.01% | 1594 |
|
|
2024
Q4 | $3.49K | Buy |
74
+36
| +95% | +$1.7K | ﹤0.01% | 1493 |
|
|
2024
Q3 | $1.82K | Hold |
38
| – | – | ﹤0.01% | 1539 |
|
|
2024
Q2 | $1.78K | Sell |
38
-24
| -39% | -$1.13K | ﹤0.01% | 1495 |
|
|
2024
Q1 | $2.92K | Hold |
62
| – | – | ﹤0.01% | 1427 |
|
|
2023
Q4 | $2.94K | Hold |
62
| – | – | ﹤0.01% | 1362 |
|
|
2023
Q3 | $2.87K | Hold |
62
| – | – | ﹤0.01% | 1279 |
|
|
2023
Q2 | $2.89K | Sell |
62
-41
| -40% | -$1.91K | ﹤0.01% | 1262 |
|
|
2023
Q1 | $4.86K | Sell |
103
-45
| -30% | -$2.12K | ﹤0.01% | 1119 |
|
|
2022
Q4 | $6.91K | Hold |
148
| – | – | ﹤0.01% | 966 |
|
|
2022
Q3 | $7K | Hold |
148
| – | – | ﹤0.01% | 970 |
|
|
2022
Q2 | $7K | Sell |
148
-186
| -56% | -$8.8K | ﹤0.01% | 947 |
|
|
2022
Q1 | $16K | Buy |
+334
| New | +$16K | ﹤0.01% | 814 |
|