TrueWealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-3,977
| Closed | -$201K | – | 192 |
|
|
2022
Q1 | $201K | Hold |
3,977
| – | – | 0.09% | 176 |
|
|
2021
Q4 | $201K | Sell |
3,977
-285
| -7% | -$14.4K | 0.09% | 176 |
|
|
2021
Q3 | $217K | Hold |
4,262
| – | – | 0.12% | 131 |
|
|
2021
Q2 | $218K | Sell |
4,262
-59
| -1% | -$3.02K | 0.13% | 121 |
|
|
2021
Q1 | $221K | Hold |
4,321
| – | – | 0.14% | 110 |
|
|
2020
Q4 | $222K | Buy |
+4,321
| New | +$222K | 0.19% | 76 |
|