Financial Gravity Asset 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
Q2 | $5.16K | Sell |
120
-120
| -50% | -$5.16K | ﹤0.01% | 594 |
|
|
2024
Q1 | $10.5K | Sell |
240
-2,160
| -90% | -$94.4K | ﹤0.01% | 708 |
|
|
2023
Q4 | $6.32M | Buy |
2,400
+120
| +5% | +$316K | 0.07% | 97 |
|
|
2023
Q3 | $6.32M | Buy |
2,280
+2,160
| +1,800% | +$5.99M | 0.07% | 96 |
|
|
2023
Q2 | $5 | Buy |
+120
| New | +$5 | ﹤0.01% | 1581 |
|
|
2021
Q3 | – | Sell |
-52
| Closed | -$47K | – | 948 |
|
|
2021
Q2 | $47K | Buy |
+52
| New | +$47K | 0.02% | 588 |
|
|
2021
Q1 | – | Sell |
-166
| Closed | -$9K | – | 759 |
|
|
2020
Q4 | $9K | Buy |
+166
| New | +$9K | 0.01% | 183 |
|