Maripau Wealth Management’s WisdomTree U.S. High Yield Corporate Bond Fund QHY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-5,061
| Closed | -$219K | – | 121 |
|
|
2023
Q3 | $219K | Sell |
5,061
-240
| -5% | -$10.4K | 0.2% | 88 |
|
|
2023
Q2 | $234K | Sell |
5,301
-426
| -7% | -$18.8K | 0.21% | 84 |
|
|
2023
Q1 | $256K | Sell |
5,727
-163
| -3% | -$7.29K | 0.27% | 65 |
|
|
2022
Q4 | $268K | Sell |
5,890
-23
| -0.4% | -$1.05K | 0.28% | 62 |
|
|
2022
Q3 | $261K | Sell |
5,913
-854
| -13% | -$37.7K | 0.28% | 65 |
|
|
2022
Q2 | $317K | Sell |
6,767
-264
| -4% | -$12.4K | 0.34% | 57 |
|
|
2022
Q1 | $335K | Buy |
7,031
+872
| +14% | +$41.5K | 0.3% | 61 |
|
|
2021
Q4 | $308K | Buy |
+6,159
| New | +$308K | 0.29% | 68 |
|