Apollon Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-2,811
| Closed | -$151K | – | 176 |
|
|
2020
Q2 | $151K | Buy |
+2,811
| New | +$151K | 0.08% | 142 |
|
|
2020
Q1 | – | Sell |
-34,235
| Closed | -$1.8M | – | 62 |
|
|
2019
Q4 | $1.8M | Buy |
34,235
+5,884
| +21% | +$309K | 1.59% | 14 |
|
|
2019
Q3 | $1.48M | Buy |
28,351
+1,435
| +5% | +$75K | 1.55% | 14 |
|
|
2019
Q2 | $1.38M | Buy |
26,916
+1,021
| +4% | +$52.3K | 1.58% | 13 |
|
|
2019
Q1 | $1.29M | Sell |
25,895
-84,524
| -77% | -$4.21M | 1.7% | 14 |
|
|
2018
Q4 | $5.4M | Buy |
+110,419
| New | +$5.4M | 4.98% | 11 |
|