Better Money Decisions’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 | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-1,255
| Closed | -$56K | – | 68 |
|
2022
Q2 | $56K | Buy |
+1,255
| New | +$56K | 0.05% | 132 |
|
2021
Q4 | – | Sell |
-1,255
| Closed | -$65K | – | 78 |
|
2021
Q3 | $65K | Hold |
1,255
| – | – | 0.05% | 138 |
|
2021
Q2 | $66K | Hold |
1,255
| – | – | 0.06% | 128 |
|
2021
Q1 | $64K | Buy |
+1,255
| New | +$64K | 0.07% | 109 |
|