Heritage Wealth Management (Arizona)’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
Q4 | $11.1K | Buy |
238
+119
| +100% | +$5.55K | ﹤0.01% | 762 |
|
|
2022
Q3 | $6K | Sell |
119
-15
| -11% | -$756 | ﹤0.01% | 738 |
|
|
2022
Q2 | $6.38K | Hold |
134
| – | – | ﹤0.01% | 735 |
|
|
2022
Q1 | $6K | Buy |
+134
| New | +$6K | ﹤0.01% | 778 |
|
|
2021
Q3 | $12K | Sell |
242
-28
| -10% | -$1.39K | ﹤0.01% | 636 |
|
|
2021
Q2 | $14K | Buy |
+270
| New | +$14K | 0.01% | 614 |
|