Tidemark’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-207
| Closed | -$9.85K | – | 739 |
|
|
2025
Q1 | $9.85K | Hold |
207
| – | – | ﹤0.01% | 438 |
|
|
2024
Q4 | $9.77K | Hold |
207
| – | – | ﹤0.01% | 451 |
|
|
2024
Q3 | $9.93K | Hold |
207
| – | – | ﹤0.01% | 431 |
|
|
2024
Q2 | $9.72K | Hold |
207
| – | – | ﹤0.01% | 417 |
|
|
2024
Q1 | $9.75K | Hold |
207
| – | – | 0.01% | 447 |
|
|
2023
Q4 | $9.8K | Buy |
+207
| New | +$9.8K | 0.01% | 425 |
|