Pacific Capital Wealth 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 | $1.07M | Sell |
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2022
Q3 | $1.7M | Sell |
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2022
Q2 | $1.75M | Sell |
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2022
Q1 | $1.78M | Sell |
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|
2021
Q4 | $2.02M | Hold |
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2021
Q3 | $2.04M | Hold |
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|
2021
Q2 | $2.05M | Sell |
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2021
Q1 | $2.92M | Sell |
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|
2020
Q4 | $3.05M | Buy |
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|
2020
Q3 | $2.61M | Hold |
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|
2020
Q2 | $2.61M | Buy |
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|
2020
Q1 | $2.53M | Sell |
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|
2019
Q4 | $2.6M | Buy |
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