SFMG Wealth 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
2021
Q2
Sell
-4,000
Closed -$204K 269
2021
Q1
$204K Sell
4,000
-1,000
-20% -$51K 0.02% 224
2020
Q4
$257K Buy
5,000
+1,000
+25% +$51.4K 0.03% 184
2020
Q3
$206K Buy
+4,000
New +$206K 0.03% 166