Goodman Advisory Group’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
2023
Q2
Sell
-1,257
Closed -$59.3K 181
2023
Q1
$59.3K Buy
1,257
+731
+139% +$34.5K 0.03% 75
2022
Q4
$25K Sell
526
-11,371
-96% -$540K 0.01% 91
2022
Q3
$550K Sell
11,897
-3,226
-21% -$149K 0.3% 34
2022
Q2
$720K Buy
+15,123
New +$720K 0.32% 29