Avior 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,601
| Closed | -$112K | – | 772 |
|
|
2024
Q4 | $112K | Sell |
2,601
-1
| -0% | -$43 | ﹤0.01% | 859 |
|
|
2024
Q3 | $116K | Buy |
2,602
+410
| +19% | +$18.3K | ﹤0.01% | 840 |
|
|
2024
Q2 | $94.2K | Sell |
2,192
-1,156
| -35% | -$49.7K | ﹤0.01% | 882 |
|
|
2024
Q1 | $145K | Buy |
+3,348
| New | +$145K | 0.01% | 806 |
|
|
2023
Q4 | – | Sell |
-6,645
| Closed | -$276K | – | 1524 |
|
|
2023
Q3 | $276K | Buy |
6,645
+268
| +4% | +$11.1K | 0.02% | 462 |
|
|
2023
Q2 | $275K | Buy |
6,377
+289
| +5% | +$12.5K | 0.02% | 464 |
|
|
2023
Q1 | $266K | Buy |
+6,088
| New | +$266K | 0.02% | 473 |
|