AWM
AGND

AllSquare Wealth Management’s WisdomTree Trust WisdomTree Negative Duration U.S. Aggregate Bond Fund AGND Stock Holding History

AllSquare Wealth Management’s Portfolio AGND Stock Details AGND Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
2020
Q1 		$102K Sell
2019
Q4 		$146K Sell
2019
Q3 		$181K Sell
2019
Q2 		$187K Sell
2019
Q1 		$234K Sell
2018
Q4 		$412K Buy
2018
Q3 		$397K Sell
2018
Q2 		$402K Buy
2018
Q1 		$293K Buy