Prime Capital Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $891K | Sell |
18,621
-41
| -0.2% | -$1.96K | 0.01% | 488 |
|
|
2025
Q1 | $888K | Buy |
18,662
+473
| +3% | +$22.5K | 0.01% | 529 |
|
|
2024
Q4 | $859K | Sell |
18,189
-2,445
| -12% | -$115K | 0.01% | 454 |
|
|
2024
Q3 | $990K | Sell |
20,634
-622
| -3% | -$29.8K | 0.01% | 448 |
|
|
2024
Q2 | $998K | Sell |
21,256
-5,395
| -20% | -$253K | 0.01% | 433 |
|
|
2024
Q1 | $1.26M | Hold |
26,651
| – | – | 0.02% | 425 |
|
|
2023
Q4 | $1.26M | Hold |
26,651
| – | – | 0.02% | 395 |
|
|
2023
Q3 | $1.23M | Sell |
26,651
-11,718
| -31% | -$542K | 0.03% | 313 |
|
|
2023
Q2 | $1.79M | Buy |
+38,369
| New | +$1.79M | 0.04% | 269 |
|