Echo 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
Q3 | – | Sell |
-6,693
| Closed | -$299K | – | 43 |
|
|
2022
Q2 | $299K | Sell |
6,693
-78,409
| -92% | -$3.5M | 0.4% | 37 |
|
|
2022
Q1 | $3.92M | Sell |
85,102
-2,760
| -3% | -$127K | 4.6% | 7 |
|
|
2021
Q4 | $4.46M | Sell |
87,862
-27,385
| -24% | -$1.39M | 5.09% | 7 |
|
|
2021
Q3 | $5.95M | Buy |
115,247
+8,794
| +8% | +$454K | 7.05% | 4 |
|
|
2021
Q2 | $5.59M | Sell |
106,453
-9,857
| -8% | -$518K | 7.13% | 3 |
|
|
2021
Q1 | $5.96M | Sell |
116,310
-39,035
| -25% | -$2M | 7.5% | 2 |
|
|
2020
Q4 | $8.34M | Buy |
+155,345
| New | +$8.34M | 10.91% | 2 |
|