Carroll Financial Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $78K | Buy |
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|
2021
Q3 | $60K | Buy |
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|
2021
Q2 | $60K | Sell |
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|
2021
Q1 | $73K | Sell |
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|
2020
Q4 | $7.86M | Buy |
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|
2020
Q3 | $6.74M | Buy |
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|
2020
Q2 | $6.09M | Buy |
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|
2020
Q1 | $5.81M | Buy |
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|
2019
Q4 | $4.96M | Buy |
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|
2019
Q3 | $4.36M | Buy |
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|
2019
Q2 | $3.29M | Buy |
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|
2019
Q1 | $2.23M | Buy |
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|
2018
Q4 | $1.93M | Sell |
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|
2018
Q3 | $1.98M | Buy |
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|
2018
Q2 | $1.89M | Buy |
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|
2018
Q1 | $1.76M | Buy |
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|
2017
Q4 | $1.39M | Buy |
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