McNaughton 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 |
-5,184
| Closed | -$224K | – | 54 |
|
|
2023
Q3 | $224K | Sell |
5,184
-29,492
| -85% | -$1.27M | 0.15% | 51 |
|
|
2023
Q2 | $1.53M | Sell |
34,676
-23,453
| -40% | -$1.04M | 0.98% | 24 |
|
|
2023
Q1 | $2.6M | Buy |
58,129
+4,793
| +9% | +$214K | 1.73% | 19 |
|
|
2022
Q4 | $2.34M | Buy |
53,336
+6,137
| +13% | +$270K | 1.6% | 20 |
|
|
2022
Q3 | $2.01M | Buy |
47,199
+25,757
| +120% | +$1.1M | 1.48% | 22 |
|
|
2022
Q2 | $943K | Buy |
+21,442
| New | +$943K | 0.67% | 31 |
|