Strategic Financial Concepts’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
2023 Q4	–	Sell	-4,747	Closed	-$220K	–	244
2023 Q3	$220K	Sell	4,747 -731	-13%	-$33.8K	0.07%	230
2023 Q2	$255K	Hold	5,478	–	–	0.09%	193
2023 Q1	$258K	Buy	+5,478	New	+$258K	0.1%	172