Aveo Capital Partners’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
Q4 | – | Sell |
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|
2022
Q3 | $265K | Buy |
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|
2022
Q2 | $280K | Sell |
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2022
Q1 | $669K | Sell |
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|
2021
Q4 | $728K | Sell |
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|
2021
Q3 | $798K | Sell |
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|
2021
Q2 | $1.05M | Sell |
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|
2021
Q1 | $1.04M | Buy |
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|
2020
Q4 | $921K | Sell |
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|
2020
Q3 | $1.29M | Buy |
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|
2020
Q2 | $944K | Sell |
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|
2020
Q1 | $1.61M | Sell |
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|
2019
Q4 | $3.2M | Sell |
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|
2019
Q3 | $3.3M | Buy |
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|
2019
Q2 | $2.62M | Buy |
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|
2019
Q1 | $2.03M | Sell |
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|
2018
Q4 | $1.97M | Buy |
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