TWM
QHY

Trinity Wealth Management’s WisdomTree U.S. High Yield Corporate Bond Fund QHY Stock Holding History

Trinity Wealth Management’s Portfolio QHY Stock Details QHY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-4,552
Closed -$207K – 51
2023
Q4 		$207K Sell
4,552
-1,411
-24% -$64.1K 0.12% 43
2023
Q3 		$258K Sell
5,963
-19
-0.3% -$821 0.16% 38
2023
Q2 		$264K Buy
5,982
+560
+10% +$24.7K 0.16% 36
2023
Q1 		$243K Buy
+5,422
New +$243K 0.16% 36