EWM
Evercore Wealth Management’s WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund SHAG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-4,396
| Closed | -$224K | – | 431 |
|
|
2021
Q3 | $224K | Sell |
4,396
-4,483
| -50% | -$228K | ﹤0.01% | 400 |
|
|
2021
Q2 | $454K | Hold |
8,879
| – | – | 0.01% | 302 |
|
|
2021
Q1 | $453K | Hold |
8,879
| – | – | 0.01% | 309 |
|
|
2020
Q4 | $457K | Buy |
+8,879
| New | +$457K | 0.01% | 302 |
|