Wealthquest’s WisdomTree U.S. Short Term High Yield Corporate Bond Fund SFHY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-10,718
| Closed | -$547K | – | 149 |
|
|
2021
Q2 | $547K | Sell |
10,718
-749
| -7% | -$38.2K | 0.09% | 73 |
|
|
2021
Q1 | $584K | Sell |
11,467
-29
| -0.3% | -$1.48K | 0.11% | 72 |
|
|
2020
Q4 | $591K | Sell |
11,496
-14
| -0.1% | -$720 | 0.13% | 65 |
|
|
2020
Q3 | $593K | Sell |
11,510
-51,690
| -82% | -$2.66M | 0.15% | 58 |
|
|
2020
Q2 | $3.26M | Buy |
+63,200
| New | +$3.26M | 0.83% | 21 |
|
|
2019
Q4 | $5.08M | Sell |
100,878
-7,702
| -7% | -$387K | 1.45% | 11 |
|
|
2019
Q3 | $5.47M | Sell |
108,580
-9,235
| -8% | -$465K | 1.83% | 10 |
|
|
2019
Q2 | $5.92M | Sell |
117,815
-12,062
| -9% | -$606K | 2.24% | 7 |
|
|
2019
Q1 | $6.45M | Buy |
129,877
+25,642
| +25% | +$1.27M | 2.44% | 7 |
|
|
2018
Q4 | $5.09M | Buy |
+104,235
| New | +$5.09M | 2.09% | 8 |
|