Sowell Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-5,105
| Closed | -$268K | – | 2826 |
|
|
2021
Q1 | $268K | Buy |
5,105
+1,121
| +28% | +$58.9K | 0.01% | 893 |
|
|
2020
Q4 | $209K | Buy |
3,984
+330
| +9% | +$17.3K | 0.01% | 820 |
|
|
2020
Q3 | $183K | Buy |
3,654
+86
| +2% | +$4.31K | 0.01% | 761 |
|
|
2020
Q2 | $174K | Sell |
3,568
-25
| -0.7% | -$1.22K | 0.01% | 771 |
|
|
2020
Q1 | $161K | Buy |
3,593
+2,881
| +405% | +$129K | 0.01% | 712 |
|
|
2019
Q4 | $37K | Buy |
712
+357
| +101% | +$18.6K | ﹤0.01% | 1251 |
|
|
2019
Q3 | $18K | Buy |
+355
| New | +$18K | ﹤0.01% | 1329 |
|