American Financial & Tax Strategies’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.79M | Sell |
63,866
-3,619
| -5% | -$158K | 1.44% | 27 |
|
|
2025
Q1 | $2.93M | Sell |
67,485
-2,044
| -3% | -$88.8K | 1.58% | 23 |
|
|
2024
Q4 | $2.98M | Hold |
69,529
| – | – | 1.55% | 24 |
|
|
2024
Q3 | $3.11M | Sell |
69,529
-1,313
| -2% | -$58.7K | 1.58% | 22 |
|
|
2024
Q2 | $3.04M | Sell |
70,842
-172
| -0.2% | -$7.39K | 1.6% | 22 |
|
|
2024
Q1 | $3.08M | Sell |
71,014
-345
| -0.5% | -$15K | 1.65% | 23 |
|
|
2023
Q4 | $3.14M | Buy |
+71,359
| New | +$3.14M | 1.79% | 19 |
|