EPG 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Hold |
0
| – | -$687 | – | 425 |
|
|
2024
Q2 | – | Sell |
-16
| Closed | -$694 | – | 438 |
|
|
2024
Q1 | $694 | Hold |
16
| – | – | ﹤0.01% | 438 |
|
|
2023
Q4 | $688 | Buy |
+16
| New | +$688 | ﹤0.01% | 417 |
|
|
2023
Q3 | – | Sell |
-33
| Closed | -$1.42K | – | 423 |
|
|
2023
Q2 | $1.42K | Buy |
+33
| New | +$1.42K | ﹤0.01% | 401 |
|
|
2022
Q1 | – | Sell |
-111
| Closed | -$6K | – | 398 |
|
|
2021
Q4 | $6K | Hold |
111
| – | – | ﹤0.01% | 372 |
|
|
2021
Q3 | $6K | Buy |
+111
| New | +$6K | ﹤0.01% | 345 |
|