Shore Point 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
2022
Q2
Sell
-9,139
Closed -$443K 41
2022
Q1
$443K Buy
9,139
+231
+3% +$11.2K 0.38% 23
2021
Q4
$450K Buy
+8,908
New +$450K 0.37% 25