Belpointe Asset Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
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|
2023
Q1 | $25.8K | Buy |
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|
2022
Q4 | $23.5K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $106K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $102K | Sell |
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|
2020
Q4 | $185K | Buy |
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|
2020
Q3 | $175K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $101K | Sell |
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|
2019
Q4 | $3.8M | Buy |
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|
2019
Q3 | $2.47M | Buy |
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