SUREVEST, LLC – WisdomTree Yield Enhanced U.S. Aggregate Bond Fund Transaction History
SUREVEST, LLC portfolio value:
$22,000
portfolio value
SUREVEST, LLC quarter portfolio value change:
-5.57%
quarter
WisdomTree Yield Enhanced U.S. Aggregate Bond Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -1K | $42.22 | 520 | |
| Q1 2022 | share | 0.00% | 0 shares | -2K | $47.85 | 520 | |
| Q4 2021 | share | Increase | 0.00% | 520 shares | 27K | $51.64 | 520 |
| Q2 2020 | share | Decrease | -100.00% | -7.28K shares | -376K | $51.97 | 0 |
| Q1 2020 | share | Decrease | -91.85% | -82.10K shares | -4.29M | $49.56 | 7.28K |
| Q4 2019 | share | Decrease | -11.61% | -11.74K shares | -617K | $49.77 | 89.38K |
| Q3 2019 | share | Decrease | -3.21% | -3.35K shares | -66K | $49.42 | 101.12K |
| Q2 2019 | share | Increase | +13.48% | 12.41K shares | 766K | $48.07 | 104.47K |
| Q1 2019 | share | Increase | +0.08% | 72 shares | 151K | $46.36 | 92.06K |
| Q4 2018 | share | Increase | 0.00% | 91.99K shares | 4.43M | $44.53 | 91.99K |