Capital Analysts LLC’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12K | Buy |
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2025
Q1 | $12K | Buy |
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|
2024
Q4 | $12K | Buy |
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|
2024
Q3 | $12K | Buy |
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|
2024
Q2 | $11K | Buy |
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|
2024
Q1 | $11K | Sell |
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|
2023
Q4 | $15K | Sell |
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|
2023
Q3 | $18K | Sell |
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|
2023
Q2 | $38K | Sell |
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|
2023
Q1 | $41K | Sell |
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|
2022
Q4 | $41K | Sell |
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|
2022
Q3 | $103K | Buy |
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|
2022
Q2 | $108K | Buy |
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|
2022
Q1 | $115K | Buy |
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|
2021
Q4 | $124K | Sell |
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|
2021
Q3 | $134K | Sell |
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|
2021
Q2 | $171K | Sell |
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|
2021
Q1 | $187K | Buy |
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