55I LLC’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
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|
2022
Q1 | $1.16M | Buy |
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|
2021
Q4 | $523K | Buy |
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|
2021
Q3 | $466K | Sell |
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|
2021
Q2 | $487K | Buy |
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|
2021
Q1 | $406K | Buy |
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|
2020
Q4 | $234K | Sell |
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|
2020
Q3 | $240K | Sell |
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|
2020
Q2 | $241K | Sell |
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|
2020
Q1 | $310K | Sell |
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|
2019
Q4 | $307K | Sell |
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|
2019
Q3 | $307K | Sell |
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|
2019
Q2 | $306K | Sell |
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|
2019
Q1 | $301K | Sell |
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|
2018
Q4 | $321K | Buy |
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