Continuum Advisory’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 | – | Sell |
-20
| Closed | -$869 | – | 447 |
|
|
2025
Q1 | $869 | Hold |
20
| – | – | ﹤0.01% | 1525 |
|
|
2024
Q4 | $858 | Hold |
20
| – | – | ﹤0.01% | 1646 |
|
|
2024
Q3 | $866 | Hold |
20
| – | – | ﹤0.01% | 1656 |
|
|
2024
Q2 | $859 | Hold |
20
| – | – | ﹤0.01% | 1499 |
|
|
2024
Q1 | $856 | Buy |
+20
| New | +$856 | ﹤0.01% | 1500 |
|
|
2019
Q2 | – | Sell |
-5,511
| Closed | -$274K | – | 133 |
|
|
2019
Q1 | $274K | Sell |
5,511
-16,205
| -75% | -$806K | 0.2% | 104 |
|
|
2018
Q4 | $1.05M | Buy |
+21,716
| New | +$1.05M | 0.77% | 38 |
|