Sowell Financial Services’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 |
-970
| Closed | -$50K | – | 2340 |
|
|
2021
Q1 | $50K | Hold |
970
| – | – | ﹤0.01% | 1663 |
|
|
2020
Q4 | $50K | Hold |
970
| – | – | ﹤0.01% | 1405 |
|
|
2020
Q3 | $50K | Buy |
+970
| New | +$50K | ﹤0.01% | 1202 |
|
|
2020
Q2 | – | Sell |
-1
| Closed | – | – | 2658 |
|
|
2020
Q1 | $0 | Sell |
1
-2,343
| -100% | – | ﹤0.01% | 2672 |
|
|
2019
Q4 | $118K | Buy |
2,344
+301
| +15% | +$15.2K | 0.01% | 864 |
|
|
2019
Q3 | $103K | Buy |
+2,043
| New | +$103K | 0.01% | 823 |
|