B. Riley Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-16,007
| Closed | -$860K | – | 1347 |
|
|
2020
Q4 | $860K | Buy |
16,007
+432
| +3% | +$23.2K | 0.05% | 372 |
|
|
2020
Q3 | $839K | Sell |
15,575
-251
| -2% | -$13.5K | 0.04% | 356 |
|
|
2020
Q2 | $852K | Buy |
15,826
+8
| +0.1% | +$431 | 0.06% | 311 |
|
|
2020
Q1 | $817K | Buy |
15,818
+2,363
| +18% | +$122K | 0.07% | 276 |
|
|
2019
Q4 | $704K | Buy |
13,455
+1,013
| +8% | +$53K | 0.06% | 320 |
|
|
2019
Q3 | $651K | Buy |
12,442
+1,464
| +13% | +$76.6K | 0.06% | 324 |
|
|
2019
Q2 | $563K | Buy |
+10,978
| New | +$563K | 0.06% | 335 |
|