Alliance Wealth Management Group’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
Q1 | – | Sell |
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|
2021
Q4 | $209K | Hold |
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|
2021
Q3 | $210K | Hold |
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|
2021
Q2 | $211K | Hold |
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|
2021
Q1 | $207K | Hold |
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|
2020
Q4 | $217K | Hold |
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|
2020
Q3 | $218K | Hold |
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|
2020
Q2 | $218K | Hold |
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|
2020
Q1 | $209K | Hold |
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|
2019
Q4 | $212K | Hold |
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|
2019
Q3 | $212K | Hold |
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|
2019
Q2 | $208K | Hold |
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|
2019
Q1 | $202K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $281K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $784K | Buy |
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|
2017
Q2 | $435K | Sell |
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|
2017
Q1 | $484K | Sell |
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|
2016
Q4 | $1.72M | Buy |
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