ProVise Management Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $279K | Sell |
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|
2024
Q2 | $506K | Sell |
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|
2024
Q1 | $2.89M | Sell |
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|
2023
Q4 | $3.04M | Sell |
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|
2023
Q3 | $3.2M | Sell |
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|
2023
Q2 | $3.28M | Sell |
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|
2023
Q1 | $3.36M | Sell |
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|
2022
Q4 | $3.48M | Sell |
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|
2022
Q3 | $3.64M | Sell |
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|
2022
Q2 | $3.77M | Sell |
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|
2022
Q1 | $3.89M | Sell |
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|
2021
Q4 | $4.72M | Sell |
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|
2021
Q3 | $4.79M | Sell |
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|
2021
Q2 | $4.85M | Sell |
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|
2021
Q1 | $4.91M | Sell |
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|
2020
Q4 | $4.96M | Buy |
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|
2020
Q3 | $4.4M | Buy |
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|
2020
Q2 | $2.28M | Buy |
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|
2020
Q1 | $1.06M | Buy |
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|
2019
Q4 | $802K | Buy |
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|
2019
Q3 | $764K | Sell |
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|
2019
Q2 | $1.21M | Buy |
|