Advisor Resource Council’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-6,683
| Closed | -$299K | – | 159 |
|
|
2022
Q2 | $299K | Buy |
+6,683
| New | +$299K | 0.03% | 376 |
|
|
2022
Q1 | – | Sell |
-10,932
| Closed | -$564K | – | 220 |
|
|
2021
Q4 | $564K | Buy |
+10,932
| New | +$564K | 0.04% | 308 |
|
|
2021
Q3 | – | Sell |
-12,700
| Closed | -$663K | – | 224 |
|
|
2021
Q2 | $663K | Buy |
+12,700
| New | +$663K | 0.07% | 259 |
|