B.O.S.S. Retirement 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
2023
Q4
Sell
-4,899
Closed -$203K 242
2023
Q3
$203K Sell
4,899
-163
-3% -$6.77K 0.04% 231
2023
Q2
$218K Buy
5,062
+287
+6% +$12.4K 0.05% 230
2023
Q1
$209K Sell
4,775
-3,027
-39% -$132K 0.05% 221
2022
Q4
$333K Buy
+7,802
New +$333K 0.09% 185