HCR WEALTH ADVISORS – WisdomTree Interest Rate Hedged High Yield Bond Fund Transaction History
HCR WEALTH ADVISORS portfolio value:
$423,000
portfolio value
HCR WEALTH ADVISORS quarter portfolio value change:
+1.11%
quarter
WisdomTree Interest Rate Hedged High Yield Bond Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | 5K | $20.12 | 21K | |
| Q2 2022 | share | 0.00% | 0 shares | -42K | $19.9 | 21K | |
| Q1 2022 | share | 0.00% | 0 shares | -8K | $21.92 | 21K | |
| Q4 2021 | share | 0.00% | 0 shares | 1K | $22.26 | 21K | |
| Q3 2021 | share | 0.00% | 0 shares | -1K | $22.08 | 21K | |
| Q2 2021 | share | Decrease | -2.33% | -500 shares | -8K | $21.89 | 21K |
| Q1 2021 | share | 0.00% | 0 shares | 7K | $21.53 | 21.5K | |
| Q4 2020 | share | Increase | +16.22% | 3K shares | 85K | $21.02 | 21.5K |
| Q3 2020 | share | 0.00% | 0 shares | 10K | $19.76 | 18.5K | |
| Q2 2020 | share | 0.00% | 0 shares | 29K | $18.91 | 18.5K | |
| Q1 2020 | share | 0.00% | 0 shares | -84K | $17.31 | 18.5K | |
| Q4 2019 | share | 0.00% | 0 shares | 3K | $21.15 | 18.5K | |
| Q3 2019 | share | 0.00% | 0 shares | -5K | $20.71 | 18.5K | |
| Q2 2019 | share | 0.00% | 0 shares | 1K | $20.71 | 18.5K | |
| Q1 2019 | share | 0.00% | 0 shares | 15K | $20.38 | 18.5K | |
| Q4 2018 | share | 0.00% | 0 shares | -28K | $19.38 | 18.5K | |
| Q3 2018 | share | 0.00% | 0 shares | 0 | $20.59 | 18.5K | |
| Q2 2018 | share | 0.00% | 0 shares | 1K | $20.08 | 18.5K | |
| Q1 2018 | share | Increase | +76.19% | 8K shares | 188K | $19.82 | 18.5K |
| Q4 2017 | share | Increase | 0.00% | 10.5K shares | 254K | $19.81 | 10.5K |