LPL Financial’s WisdomTree U.S. Short Term High Yield Corporate Bond Fund SFHY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | – | Sell |
-29,003
| Closed | -$1.45M | – | 4446 |
|
2021
Q2 | $1.45M | Buy |
29,003
+12,136
| +72% | +$606K | ﹤0.01% | 2240 |
|
2021
Q1 | $836K | Buy |
16,867
+10,280
| +156% | +$510K | ﹤0.01% | 2547 |
|
2020
Q4 | $325K | Sell |
6,587
-2,109
| -24% | -$104K | ﹤0.01% | 3125 |
|
2020
Q3 | $417K | Buy |
8,696
+223
| +3% | +$10.7K | ﹤0.01% | 2614 |
|
2020
Q2 | $397K | Buy |
8,473
+2,283
| +37% | +$107K | ﹤0.01% | 2591 |
|
2020
Q1 | $272K | Sell |
6,190
-65,697
| -91% | -$2.89M | ﹤0.01% | 2567 |
|
2019
Q4 | $3.64M | Buy |
71,887
+924
| +1% | +$46.7K | 0.01% | 994 |
|
2019
Q3 | $3.56M | Buy |
70,963
+848
| +1% | +$42.5K | 0.01% | 942 |
|
2019
Q2 | $3.55M | Buy |
70,115
+7,722
| +12% | +$391K | 0.01% | 934 |
|
2019
Q1 | $3.14M | Buy |
+62,393
| New | +$3.14M | 0.01% | 948 |
|