Fidelity Investments’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $14.3K | Buy |
330
+234
| +244% | +$10.3K | ﹤0.01% | 4650 |
|
|
2025
Q4 | $4.24K | Sell |
96
-10
| -9% | -$443 | ﹤0.01% | 4918 |
|
|
2025
Q3 | $4.7K | Buy |
106
+77
| +266% | +$3.37K | ﹤0.01% | 4797 |
|
|
2025
Q2 | $1.26K | Sell |
29
-1,300
| -98% | -$56K | ﹤0.01% | 4932 |
|
|
2025
Q1 | $57.7K | Buy |
1,329
+1,300
| +4,483% | +$56.1K | ﹤0.01% | 3800 |
|
|
2024
Q4 | $1.24K | Sell |
29
-6
| -17% | -$262 | ﹤0.01% | 4894 |
|
|
2024
Q3 | $1.56K | Sell |
35
-704
| -95% | -$31.1K | ﹤0.01% | 4852 |
|
|
2024
Q2 | $31.8K | Buy |
739
+735
| +18,375% | +$31.5K | ﹤0.01% | 3846 |
|
|
2024
Q1 | $174 | Hold |
4
| – | – | ﹤0.01% | 4932 |
|
|
2023
Q4 | $176 | Sell |
4
-49
| -92% | -$2.07K | ﹤0.01% | 4897 |
|
|
2023
Q3 | $2.2K | Buy |
53
+51
| +2,550% | +$2.17K | ﹤0.01% | 4521 |
|
|
2023
Q2 | $86 | Sell |
2
-395
| -99% | -$17.2K | ﹤0.01% | 4973 |
|
|
2023
Q1 | $17.3K | Buy |
397
+394
| +13,133% | +$17.1K | ﹤0.01% | 3905 |
|
|
2022
Q4 | $121 | Hold |
3
| – | – | ﹤0.01% | 4865 |
|
|
2022
Q3 | $0 | Buy |
3
+2
| +200% | +$89 | ﹤0.01% | 4804 |
|
|
2022
Q2 | $0 | Sell |
1
-37
| -97% | -$1.68K | ﹤0.01% | 4872 |
|
|
2022
Q1 | $2K | Sell |
38
-1,427
| -97% | -$70.5K | ﹤0.01% | 4623 |
|
|
2021
Q4 | $75K | Buy |
1,465
+1,400
| +2,154% | +$72.6K | ﹤0.01% | 3150 |
|
|
2021
Q3 | $3K | Buy |
65
+15
| +30% | +$789 | ﹤0.01% | 3890 |
|
|
2021
Q2 | $2K | Sell |
50
-6
| -11% | -$311 | ﹤0.01% | 3889 |
|
|
2021
Q1 | $3K | Sell |
56
-200
| -78% | -$10.5K | ﹤0.01% | 3623 |
|
|
2020
Q4 | $14K | Buy |
256
+182
| +246% | +$9.76K | ﹤0.01% | 3242 |
|
|
2020
Q3 | $4K | Sell |
74
-30
| -29% | -$1.63K | ﹤0.01% | 3331 |
|
|
2020
Q2 | $6K | Sell |
104
-117
| -53% | -$6.22K | ﹤0.01% | 3192 |
|
|
2020
Q1 | $11K | Buy |
221
+118
| +115% | +$6.18K | ﹤0.01% | 3082 |
|
|
2019
Q4 | $5K | Sell |
103
-12
| -10% | -$627 | ﹤0.01% | 3390 |
|
|
2019
Q3 | $6K | Buy |
115
+64
| +125% | +$3.33K | ﹤0.01% | 3350 |
|
|
2019
Q2 | $3K | Buy |
+51
| New | +$2.56K | ﹤0.01% | 3444 |
|
|
2019
Q1 | – | Sell |
-2
| Closed | – | – | 3572 |
|
|
2018
Q4 | $0 | Buy |
2
+1
| +100% | +$48 | ﹤0.01% | 3493 |
|
|
2018
Q3 | $0 | Buy |
+1
| New | +$49 | ﹤0.01% | 3501 |
|
Other funds holding AGGY
PWMG
PCIA
SC
WIM