Financial Architects (New Jersey)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-310
| Closed | -$15K | – | 1314 |
|
|
2018
Q1 | $15K | Sell |
310
-1,890
| -86% | -$91.5K | ﹤0.01% | 839 |
|
|
2017
Q4 | $112K | Hold |
2,200
| – | – | 0.02% | 412 |
|
|
2017
Q3 | $112K | Hold |
2,200
| – | – | 0.02% | 431 |
|
|
2017
Q2 | $111K | Hold |
2,200
| – | – | 0.02% | 416 |
|
|
2017
Q1 | $110K | Hold |
2,200
| – | – | 0.02% | 413 |
|
|
2016
Q4 | $109K | Buy |
+2,200
| New | +$109K | 0.03% | 375 |
|