Patriot Financial Group Insurance Agency’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
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|
2022
Q2 | $7K | Hold |
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|
2022
Q1 | $7K | Sell |
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|
2021
Q4 | $12K | Hold |
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|
2021
Q3 | $12K | Hold |
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|
2021
Q2 | $12K | Sell |
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|
2021
Q1 | $23K | Sell |
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|
2020
Q4 | $23K | Hold |
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|
2020
Q3 | $23K | Hold |
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|
2020
Q2 | $23K | Sell |
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|
2020
Q1 | $23K | Sell |
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|
2019
Q4 | $225K | Buy |
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|
2019
Q3 | $218K | Buy |
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|
2019
Q2 | $166K | Buy |
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|
2019
Q1 | $133K | Buy |
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|
2018
Q4 | $77K | Buy |
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