Sequoia Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-6,222
| Closed | -$293K | – | 991 |
|
|
2023
Q1 | $293K | Sell |
6,222
-55,139
| -90% | -$2.6M | 0.01% | 629 |
|
|
2022
Q4 | $2.86M | Sell |
61,361
-23,487
| -28% | -$1.1M | 0.07% | 171 |
|
|
2022
Q3 | $3.92M | Sell |
84,848
-29,469
| -26% | -$1.36M | 0.12% | 128 |
|
|
2022
Q2 | $5.44M | Sell |
114,317
-70,001
| -38% | -$3.33M | 0.15% | 109 |
|
|
2022
Q1 | $8.94M | Buy |
+184,318
| New | +$8.94M | 0.22% | 91 |
|