Ladenburg Thalmann Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $3K | Sell |
563
-120
| -18% | -$639 | ﹤0.01% | 4980 |
|
|
2019
Q3 | $34K | Buy |
683
+179
| +36% | +$8.91K | ﹤0.01% | 3698 |
|
|
2019
Q2 | $25K | Buy |
504
+7
| +1% | +$347 | ﹤0.01% | 3923 |
|
|
2019
Q1 | $25K | Hold |
497
| – | – | ﹤0.01% | 3862 |
|
|
2018
Q4 | $25K | Buy |
497
+52
| +12% | +$2.62K | ﹤0.01% | 3733 |
|
|
2018
Q3 | $22K | Buy |
445
+39
| +10% | +$1.93K | ﹤0.01% | 3849 |
|
|
2018
Q2 | $20K | Hold |
406
| – | – | ﹤0.01% | 3828 |
|
|
2018
Q1 | $20K | Buy |
+406
| New | +$20K | ﹤0.01% | 3828 |
|