Financial Planning & Information Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $2.64M | Buy |
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|
2024
Q2 | $2.46M | Sell |
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|
2024
Q1 | $2.55M | Buy |
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|
2023
Q4 | $2.32M | Buy |
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|
2023
Q3 | $2.12M | Sell |
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|
2023
Q2 | $2.25M | Buy |
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|
2023
Q1 | $2.18M | Sell |
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|
2022
Q4 | $2.4M | Sell |
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|
2022
Q3 | $2.54M | Sell |
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|
2022
Q2 | $2.85M | Sell |
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|
2022
Q1 | $3.59M | Sell |
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|
2021
Q4 | $5.12M | Buy |
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|
2021
Q3 | $4.38M | Buy |
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|
2021
Q2 | $3.27M | Buy |
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|
2021
Q1 | $2.73M | Buy |
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|
2020
Q4 | $1.68M | Buy |
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|
2020
Q3 | $849K | Buy |
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|
2020
Q2 | $273K | Buy |
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