Concourse Financial Group Securities’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
Q1 | – | Sell |
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|
2024
Q4 | $43.9K | Sell |
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|
2024
Q3 | $129K | Sell |
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|
2024
Q2 | $129K | Buy |
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|
2024
Q1 | $130K | Buy |
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|
2023
Q4 | $124K | Buy |
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|
2023
Q3 | $116K | Sell |
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|
2023
Q2 | $129K | Sell |
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|
2023
Q1 | $134K | Sell |
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|
2022
Q4 | $142K | Sell |
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|
2022
Q3 | $143K | Sell |
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|
2022
Q2 | $153K | Sell |
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|
2022
Q1 | $211K | Buy |
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|
2021
Q4 | $220K | Buy |
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|
2021
Q3 | $210K | Sell |
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|
2021
Q2 | $330K | Sell |
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|
2021
Q1 | $350K | Buy |
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|
2020
Q4 | $265K | Sell |
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|
2020
Q3 | $298K | Sell |
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|
2020
Q2 | $303K | Buy |
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|
2020
Q1 | $289K | Hold |
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|
2019
Q4 | $292K | Buy |
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|
2019
Q3 | $29K | Buy |
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|
2019
Q2 | – | Hold |
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|
2019
Q1 | – | Hold |
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|
2018
Q4 | – | Hold |
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|
2018
Q3 | – | Hold |
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