NewSquare 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-5,635
| Closed | -$288K | – | 384 |
|
|
2021
Q2 | $288K | Buy |
5,635
+755
| +15% | +$38.6K | 0.03% | 147 |
|
|
2021
Q1 | $249K | Buy |
4,880
+790
| +19% | +$40.3K | 0.03% | 138 |
|
|
2020
Q4 | $210K | Buy |
4,090
+1,885
| +85% | +$96.8K | 0.03% | 145 |
|
|
2020
Q3 | $114K | Buy |
2,205
+1,175
| +114% | +$60.7K | 0.02% | 140 |
|
|
2020
Q2 | $53K | Buy |
+1,030
| New | +$53K | 0.01% | 168 |
|