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Creekmur Asset Management’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Creekmur Asset Management’s Portfolio AGGY Stock Details AGGY Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-32
Closed -$1.38K – 1012
2024
Q2 		$1.38K Sell
32
-15
-32% -$645 ﹤0.01% 744
2024
Q1 		$2.04K Hold
47
– – ﹤0.01% 663
2023
Q4 		$2.07K Buy
+47
New +$2.07K ﹤0.01% 682