Menlo Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-5,270
| Closed | -$266K | – | 40 |
|
|
2018
Q3 | $266K | Sell |
5,270
-1,610
| -23% | -$81.3K | 0.18% | 36 |
|
|
2018
Q2 | $340K | Sell |
6,880
-690
| -9% | -$34.1K | 0.25% | 32 |
|
|
2018
Q1 | $369K | Hold |
7,570
| – | – | 0.27% | 33 |
|
|
2017
Q4 | $371K | Hold |
7,570
| – | – | 0.27% | 33 |
|
|
2017
Q3 | $381K | Buy |
7,570
+200
| +3% | +$10.1K | 0.29% | 33 |
|
|
2017
Q2 | $371K | Buy |
7,370
+1,490
| +25% | +$75K | 0.27% | 33 |
|
|
2017
Q1 | $295K | Hold |
5,880
| – | – | 0.22% | 35 |
|
|
2016
Q4 | $295K | Buy |
5,880
+160
| +3% | +$8.03K | 0.24% | 33 |
|
|
2016
Q3 | $292K | Hold |
5,720
| – | – | 0.23% | 33 |
|
|
2016
Q2 | $285K | Buy |
+5,720
| New | +$285K | 0.24% | 33 |
|