Capital Investment Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.77K | Hold |
201
| – | – | ﹤0.01% | 948 |
|
|
2025
Q1 | $8.73K | Hold |
201
| – | – | ﹤0.01% | 885 |
|
|
2024
Q4 | $8.63K | Hold |
201
| – | – | ﹤0.01% | 825 |
|
|
2024
Q3 | $8.99K | Hold |
201
| – | – | ﹤0.01% | 865 |
|
|
2024
Q2 | $8.64K | Hold |
201
| – | – | ﹤0.01% | 840 |
|
|
2024
Q1 | $8.72K | Hold |
201
| – | – | ﹤0.01% | 833 |
|
|
2023
Q4 | $8.85K | Hold |
201
| – | – | ﹤0.01% | 825 |
|
|
2023
Q3 | $8.34K | Hold |
201
| – | – | ﹤0.01% | 781 |
|
|
2023
Q2 | $8.66K | Hold |
201
| – | – | ﹤0.01% | 761 |
|
|
2023
Q1 | $8.78K | Hold |
201
| – | – | ﹤0.01% | 746 |
|
|
2022
Q4 | $8.57K | Sell |
201
-7
| -3% | -$299 | ﹤0.01% | 759 |
|
|
2022
Q3 | $9K | Sell |
208
-106
| -34% | -$4.59K | ﹤0.01% | 701 |
|
|
2022
Q2 | $14K | Hold |
314
| – | – | ﹤0.01% | 692 |
|
|
2022
Q1 | $15K | Hold |
314
| – | – | ﹤0.01% | 714 |
|
|
2021
Q4 | $16K | Buy |
+314
| New | +$16K | ﹤0.01% | 694 |
|