ShoreHaven Wealth Partners’s WisdomTree U.S. High Yield Corporate Bond Fund QHY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-38,835
| Closed | -$1.92M | – | 89 |
|
|
2022
Q1 | $1.92M | Sell |
38,835
-51
| -0.1% | -$2.52K | 1.01% | 31 |
|
|
2021
Q4 | $2.04M | Buy |
38,886
+52
| +0.1% | +$2.73K | 1.01% | 26 |
|
|
2021
Q3 | $2.04M | Buy |
+38,834
| New | +$2.04M | 1.06% | 24 |
|
|
2021
Q2 | – | Sell |
-1,609
| Closed | -$84K | – | 269 |
|
|
2021
Q1 | $84K | Buy |
1,609
+1,231
| +326% | +$64.3K | 0.05% | 94 |
|
|
2020
Q4 | $20K | Buy |
+378
| New | +$20K | 0.01% | 151 |
|