Cornerstone Wealth Management’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
2022
Q1
Sell
-30,473
Closed -$1.58M 462
2021
Q4
$1.58M Buy
30,473
+705
+2% +$36.5K 0.15% 140
2021
Q3
$1.55M Buy
29,768
+97
+0.3% +$5.04K 0.16% 129
2021
Q2
$1.55M Buy
29,671
+10,452
+54% +$546K 0.16% 129
2021
Q1
$984K Buy
+19,219
New +$984K 0.12% 173