GWM
SFHY

Geneos Wealth Management’s WisdomTree U.S. Short Term High Yield Corporate Bond Fund SFHY Stock Holding History

Geneos Wealth Management’s Portfolio SFHY Stock Details SFHY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
2021
Q3 		$212K Sell
2021
Q2 		$225K Hold
2021
Q1 		$223K Sell
2020
Q4 		$225K Buy
2020
Q3 		$212K Buy
2020
Q2 		$107K Hold
2020
Q1 		$99K Buy
2019
Q4 		$99K Buy
2019
Q3 		$45K Buy
2019
Q2 		$31K Buy