FPAS
Focus Partners Advisor Solutions’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-6,979
| Closed | -$295K | – | 341 |
|
|
2022
Q3 | $295K | Sell |
6,979
-209
| -3% | -$8.83K | 0.02% | 310 |
|
|
2022
Q2 | $322K | Buy |
+7,188
| New | +$322K | 0.03% | 249 |
|
|
2022
Q1 | – | Sell |
-7,288
| Closed | -$377K | – | 331 |
|
|
2021
Q4 | $377K | Buy |
+7,288
| New | +$377K | 0.08% | 83 |
|