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Juncture Wealth Strategies’s WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund SHAG Stock Holding History

Juncture Wealth Strategies’s Portfolio SHAG Stock Details SHAG Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-5,307
Closed -$259K – 110
2018
Q3 		$259K Buy
5,307
+478
+10% +$23.3K 0.14% 98
2018
Q2 		$236K Buy
+4,829
New +$236K 0.13% 102