AJ Wealth Strategies’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $1.03M | Sell |
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|
2023
Q1 | $1.14M | Sell |
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|
2022
Q4 | $1.59M | Sell |
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|
2022
Q3 | $68.6M | Sell |
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|
2022
Q2 | $83.9M | Buy |
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|
2022
Q1 | $4.3M | Buy |
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|
2021
Q4 | $648K | Sell |
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|
2021
Q3 | $726K | Sell |
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|
2021
Q2 | $787K | Sell |
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|
2021
Q1 | $777K | Buy |
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|
2020
Q4 | $348K | Sell |
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|
2020
Q3 | $636K | Buy |
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|
2020
Q2 | $233K | Hold |
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|
2020
Q1 | $223K | Sell |
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|
2019
Q4 | $16M | Sell |
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|
2019
Q3 | $31.3M | Buy |
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