Bridge Advisory’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
Q1 | – | Sell |
-5,747
| Closed | -$245K | – | 125 |
|
|
2022
Q4 | $245K | Sell |
5,747
-772
| -12% | -$32.9K | 0.1% | 114 |
|
|
2022
Q3 | $275K | Sell |
6,519
-8,667
| -57% | -$366K | 0.13% | 94 |
|
|
2022
Q2 | $682K | Buy |
15,186
+2,130
| +16% | +$95.7K | 0.33% | 62 |
|
|
2022
Q1 | $625K | Sell |
13,056
-20,168
| -61% | -$965K | 0.27% | 58 |
|
|
2021
Q4 | $1.72M | Buy |
33,224
+18,693
| +129% | +$966K | 0.78% | 25 |
|
|
2021
Q3 | $754K | Buy |
14,531
+2,459
| +20% | +$128K | 0.37% | 41 |
|
|
2021
Q2 | $630K | Buy |
12,072
+73
| +0.6% | +$3.81K | 0.32% | 42 |
|
|
2021
Q1 | $614K | Sell |
11,999
-48
| -0.4% | -$2.46K | 0.38% | 33 |
|
|
2020
Q4 | $647K | Buy |
+12,047
| New | +$647K | 0.31% | 47 |
|