Aptus Capital Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-334
| Closed | -$14.9K | – | 1404 |
|
|
2024
Q3 | $14.9K | Buy |
+334
| New | +$14.9K | ﹤0.01% | 1066 |
|
|
2023
Q3 | – | Sell |
-78
| Closed | -$3.36K | – | 897 |
|
|
2023
Q2 | $3.36K | Hold |
78
| – | – | ﹤0.01% | 735 |
|
|
2023
Q1 | $3.41K | Hold |
78
| – | – | ﹤0.01% | 743 |
|
|
2022
Q4 | $3.33K | Hold |
78
| – | – | ﹤0.01% | 743 |
|
|
2022
Q3 | $3K | Hold |
78
| – | – | ﹤0.01% | 714 |
|
|
2022
Q2 | $3K | Hold |
78
| – | – | ﹤0.01% | 619 |
|
|
2022
Q1 | $4K | Buy |
+78
| New | +$4K | ﹤0.01% | 629 |
|