Wealthcare Advisory Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-4,716
| Closed | -$221K | – | 898 |
|
|
2024
Q2 | $221K | Sell |
4,716
-5,660
| -55% | -$266K | 0.01% | 758 |
|
|
2024
Q1 | $489K | Sell |
10,376
-331
| -3% | -$15.6K | 0.02% | 545 |
|
|
2023
Q4 | $507K | Sell |
10,707
-3,606
| -25% | -$171K | 0.02% | 485 |
|
|
2023
Q3 | $662K | Buy |
14,313
+467
| +3% | +$21.6K | 0.03% | 365 |
|
|
2023
Q2 | $646K | Buy |
13,846
+2,148
| +18% | +$100K | 0.03% | 382 |
|
|
2023
Q1 | $552K | Buy |
11,698
+6,354
| +119% | +$300K | 0.02% | 431 |
|
|
2022
Q4 | $249K | Buy |
5,344
+218
| +4% | +$10.2K | 0.01% | 583 |
|
|
2022
Q3 | $237K | Buy |
+5,126
| New | +$237K | 0.01% | 533 |
|