20/20 Capital Management’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-8,855
| Closed | -$453K | – | 168 |
|
|
2021
Q1 | $453K | Sell |
8,855
-3,353
| -27% | -$172K | 0.13% | 105 |
|
|
2020
Q4 | $649K | Sell |
12,208
-20,475
| -63% | -$1.09M | 0.19% | 90 |
|
|
2020
Q3 | $1.76M | Buy |
32,683
+222
| +0.7% | +$11.9K | 0.66% | 29 |
|
|
2020
Q2 | $1.77M | Sell |
32,461
-9,564
| -23% | -$522K | 0.68% | 28 |
|
|
2020
Q1 | $2.22M | Sell |
42,025
-2,761
| -6% | -$146K | 1% | 22 |
|
|
2019
Q4 | $2.38M | Buy |
+44,786
| New | +$2.38M | 0.96% | 21 |
|