INSPIRION WEALTH ADVISORS, LLC – WisdomTree Yield Enhanced U.S. Aggregate Bond Fund Transaction History
INSPIRION WEALTH ADVISORS, LLC portfolio value:
$264,000
portfolio value
INSPIRION WEALTH ADVISORS, 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 | Decrease | -23.24% | -1.89K shares | -101K | $42.22 | 6.26K |
| Q2 2022 | share | Decrease | -22.36% | -2.35K shares | -138K | $44.71 | 8.16K |
| Q1 2022 | share | Decrease | -81.04% | -44.93K shares | -2.36M | $47.85 | 10.51K |
| Q4 2021 | share | Increase | +0.10% | 53 shares | -11K | $51.64 | 55.44K |
| Q3 2021 | share | Increase | +9.49% | 4.80K shares | 235K | $51.75 | 55.39K |
| Q2 2021 | share | Increase | +5.16% | 2.48K shares | 178K | $51.78 | 50.58K |
| Q1 2021 | share | Increase | +18.05% | 7.35K shares | 275K | $50.52 | 48.10K |
| Q4 2020 | share | Increase | +4.90% | 1.90K shares | 97K | $52.69 | 40.75K |
| Q3 2020 | share | Increase | +99.96% | 19.42K shares | 1.04M | $52.25 | 38.84K |
| Q2 2020 | share | Increase | +4.70% | 872 shares | 88K | $51.97 | 19.42K |
| Q1 2020 | share | Increase | +169.23% | 11.66K shares | 598K | $49.56 | 18.55K |
| Q4 2019 | share | Increase | +8.14% | 519 shares | 27K | $49.77 | 6.89K |
| Q3 2019 | share | Increase | 0.00% | 6.37K shares | 333K | $49.42 | 6.37K |