Geneos 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-250
| Closed | -$12K | – | 2769 |
|
|
2022
Q1 | $12K | Hold |
250
| – | – | ﹤0.01% | 2021 |
|
|
2021
Q4 | $12K | Hold |
250
| – | – | ﹤0.01% | 2117 |
|
|
2021
Q3 | $12K | Hold |
250
| – | – | ﹤0.01% | 2155 |
|
|
2021
Q2 | $12K | Hold |
250
| – | – | ﹤0.01% | 2140 |
|
|
2021
Q1 | $12K | Hold |
250
| – | – | ﹤0.01% | 2307 |
|
|
2020
Q4 | $12K | Buy |
250
+100
| +67% | +$4.8K | ﹤0.01% | 2154 |
|
|
2020
Q3 | $7K | Hold |
150
| – | – | ﹤0.01% | 2085 |
|
|
2020
Q2 | $7K | Buy |
+150
| New | +$7K | ﹤0.01% | 2055 |
|