IDA
Intelligence Driven Advisers’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
Q1 | – | Sell |
-4,991
| Closed | -$251K | – | 93 |
|
|
2019
Q4 | $251K | Sell |
4,991
-10,757
| -68% | -$541K | 0.11% | 77 |
|
|
2019
Q3 | $793K | Sell |
15,748
-76,802
| -83% | -$3.87M | 0.38% | 42 |
|
|
2019
Q2 | $4.65M | Sell |
92,550
-130,390
| -58% | -$6.55M | 2.21% | 16 |
|
|
2019
Q1 | $11.1M | Buy |
222,940
+12,901
| +6% | +$641K | 6.06% | 4 |
|
|
2018
Q4 | $10.3M | Buy |
+210,039
| New | +$10.3M | 6.5% | 2 |
|