Destiny Wealth Partners’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
Q4 | – | Sell |
-22
| Closed | -$1K | – | 678 |
|
|
2022
Q3 | $1K | Sell |
22
-93
| -81% | -$4.23K | ﹤0.01% | 545 |
|
|
2022
Q2 | $5K | Hold |
115
| – | – | ﹤0.01% | 509 |
|
|
2022
Q1 | $6K | Sell |
115
-155
| -57% | -$8.09K | ﹤0.01% | 455 |
|
|
2021
Q4 | $14K | Sell |
270
-578
| -68% | -$30K | ﹤0.01% | 416 |
|
|
2021
Q3 | $44K | Buy |
+848
| New | +$44K | 0.01% | 312 |
|
|
2021
Q2 | – | Sell |
-1,233
| Closed | -$63K | – | 192 |
|
|
2021
Q1 | $63K | Sell |
1,233
-99,990
| -99% | -$5.11M | 0.01% | 243 |
|
|
2020
Q4 | $5.44M | Buy |
+101,223
| New | +$5.44M | 1.13% | 30 |
|