Colton Groome Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
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|
2022
Q4 | $3.18M | Buy |
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|
2022
Q3 | $2.63M | Sell |
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2022
Q2 | $3.56M | Sell |
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|
2022
Q1 | $6.72M | Buy |
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|
2021
Q4 | $6.16M | Sell |
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|
2021
Q3 | $6.92M | Sell |
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|
2021
Q2 | $6.97M | Buy |
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|
2021
Q1 | $6.7M | Buy |
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|
2020
Q4 | $6.27M | Sell |
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|
2020
Q3 | $11.2M | Buy |
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|
2020
Q2 | $10.5M | Buy |
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|
2020
Q1 | $5.36M | Sell |
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|
2019
Q4 | $9.23M | Buy |
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|
2019
Q3 | $8.89M | Buy |
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|
2019
Q2 | $5.2M | Buy |
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