EPG Wealth Management’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
Q3 | – | Hold |
0
| – | -$235 | – | 453 |
|
|
2024
Q2 | – | Sell |
-5
| Closed | -$235 | – | 444 |
|
|
2024
Q1 | $235 | Hold |
5
| – | – | ﹤0.01% | 444 |
|
|
2023
Q4 | $235 | Hold |
5
| – | – | ﹤0.01% | 423 |
|
|
2023
Q3 | $231 | Sell |
5
-5
| -50% | -$231 | ﹤0.01% | 419 |
|
|
2023
Q2 | $466 | Sell |
10
-44
| -81% | -$2.05K | ﹤0.01% | 410 |
|
|
2023
Q1 | $2.52K | Hold |
54
| – | – | ﹤0.01% | 401 |
|
|
2022
Q4 | $2.5K | Hold |
54
| – | – | ﹤0.01% | 362 |
|
|
2022
Q3 | $2K | Buy |
+54
| New | +$2K | ﹤0.01% | 374 |
|
|
2022
Q2 | – | Sell |
-107
| Closed | -$5K | – | 367 |
|
|
2022
Q1 | $5K | Buy |
+107
| New | +$5K | ﹤0.01% | 371 |
|