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 |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.82K | Sell |
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2025
Q1 | $3.05K | Sell |
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|
2024
Q4 | $3.49K | Buy |
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|
2024
Q3 | $1.82K | Hold |
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|
2024
Q2 | $1.78K | Sell |
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|
2024
Q1 | $2.92K | Hold |
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|
2023
Q4 | $2.94K | Hold |
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|
2023
Q3 | $2.87K | Hold |
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|
2023
Q2 | $2.89K | Sell |
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|
2023
Q1 | $4.86K | Sell |
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|
2022
Q4 | $6.91K | Hold |
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|
2022
Q3 | $7K | Hold |
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|
2022
Q2 | $7K | Sell |
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|
2022
Q1 | $16K | Buy |
|