IFWM
Institute for 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-6,951
| Closed | -$358K | – | 435 |
|
|
2020
Q2 | $358K | Sell |
6,951
-322
| -4% | -$16.6K | 0.09% | 295 |
|
|
2020
Q1 | $364K | Sell |
7,273
-18
| -0.2% | -$901 | 0.11% | 240 |
|
|
2019
Q4 | $367K | Buy |
7,291
+504
| +7% | +$25.4K | 0.08% | 306 |
|
|
2019
Q3 | $342K | Buy |
6,787
+466
| +7% | +$23.5K | 0.09% | 304 |
|
|
2019
Q2 | $318K | Buy |
6,321
+400
| +7% | +$20.1K | 0.07% | 340 |
|
|
2019
Q1 | $294K | Sell |
5,921
-13
| -0.2% | -$645 | 0.06% | 341 |
|
|
2018
Q4 | $290K | Buy |
+5,934
| New | +$290K | 0.12% | 200 |
|