Capital Investment Advisory Services’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 | $8.77K | Hold |
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2025
Q1 | $8.73K | Hold |
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2024
Q4 | $8.63K | Hold |
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2024
Q3 | $8.99K | Hold |
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|
2024
Q2 | $8.63K | Hold |
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|
2024
Q1 | $8.72K | Hold |
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|
2023
Q4 | $8.85K | Hold |
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|
2023
Q3 | $8.34K | Hold |
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|
2023
Q2 | $8.66K | Hold |
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|
2023
Q1 | $8.78K | Hold |
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|
2022
Q4 | $8.57K | Sell |
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|
2022
Q3 | $9K | Sell |
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|
2022
Q2 | $14K | Hold |
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|
2022
Q1 | $15K | Hold |
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|
2021
Q4 | $16K | Buy |
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