Mutual Advisors’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
Q2 | – | Sell |
-18,258
| Closed | -$861K | – | 1058 |
|
|
2023
Q1 | $861K | Sell |
18,258
-2,094
| -10% | -$98.8K | 0.04% | 467 |
|
|
2022
Q4 | $950K | Sell |
20,352
-9,629
| -32% | -$449K | 0.04% | 419 |
|
|
2022
Q3 | $1.39M | Buy |
29,981
+5,217
| +21% | +$241K | 0.07% | 283 |
|
|
2022
Q2 | $1.18M | Sell |
24,764
-4,971
| -17% | -$236K | 0.08% | 293 |
|
|
2022
Q1 | $1.44M | Buy |
29,735
+19,367
| +187% | +$939K | 0.08% | 273 |
|
|
2021
Q4 | $524K | Sell |
10,368
-13
| -0.1% | -$657 | 0.03% | 568 |
|
|
2021
Q3 | $530K | Buy |
+10,381
| New | +$530K | 0.03% | 522 |
|