Centaurus Financial’s WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund AGZD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-13,494
| Closed | -$316K | – | 771 |
|
|
2020
Q3 | $316K | Sell |
13,494
-55,190
| -80% | -$1.29M | 0.04% | 359 |
|
|
2020
Q2 | $1.62M | Buy |
68,684
+1,326
| +2% | +$31.2K | 0.24% | 113 |
|
|
2020
Q1 | $1.55M | Buy |
67,358
+120
| +0.2% | +$2.77K | 0.31% | 88 |
|
|
2019
Q4 | $1.62M | Buy |
67,238
+2,602
| +4% | +$62.5K | 0.23% | 106 |
|
|
2019
Q3 | $1.55M | Buy |
64,636
+254
| +0.4% | +$6.07K | 0.24% | 106 |
|
|
2019
Q2 | $1.53M | Buy |
64,382
+61,896
| +2,490% | +$1.47M | 0.24% | 103 |
|
|
2019
Q1 | $26K | Buy |
+2,486
| New | +$26K | 0.15% | 132 |
|