OneDigital Investment Advisors’s WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund SHAG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
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2022
Q4 | $246K | Sell |
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2022
Q3 | $255K | Buy |
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2022
Q2 | $262K | Sell |
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2022
Q1 | $281K | Sell |
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|
2021
Q4 | $1.59M | Sell |
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2021
Q3 | $1.69M | Buy |
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|
2021
Q2 | $1.63M | Sell |
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|
2021
Q1 | $1.73M | Sell |
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|
2020
Q4 | $1.87M | Sell |
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|
2020
Q3 | $2.1M | Sell |
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|
2020
Q2 | $2.12M | Buy |
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2020
Q1 | $2.02M | Buy |
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|
2019
Q4 | $1.72M | Buy |
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|
2019
Q3 | $1.58M | Buy |
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2019
Q2 | $1.35M | Buy |
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|
2019
Q1 | $1.11M | Buy |
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