Money Concepts Capital’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-10,574
| Closed | -$493K | – | 377 |
|
|
2023
Q2 | $493K | Buy |
+10,574
| New | +$493K | 0.05% | 254 |
|
|
2023
Q1 | – | Sell |
-9,133
| Closed | -$426K | – | 2492 |
|
|
2022
Q4 | $426K | Sell |
9,133
-389
| -4% | -$18.2K | 0.02% | 470 |
|
|
2022
Q3 | $440K | Sell |
9,522
-1,205
| -11% | -$55.7K | 0.03% | 306 |
|
|
2022
Q2 | $513K | Sell |
10,727
-2,507
| -19% | -$120K | 0.05% | 277 |
|
|
2022
Q1 | $642K | Sell |
13,234
-2,257
| -15% | -$109K | 0.04% | 383 |
|
|
2021
Q4 | $783K | Buy |
+15,491
| New | +$783K | 0.07% | 237 |
|
|
2021
Q1 | $712K | Sell |
13,969
-1,422
| -9% | -$72.5K | 0.06% | 263 |
|
|
2020
Q4 | $792K | Buy |
+15,391
| New | +$792K | 0.07% | 218 |
|