Ford Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-28,602
| Closed | -$1.22M | – | 12 |
|
|
2022
Q4 | $1.22M | Sell |
28,602
-2,745
| -9% | -$117K | 0.48% | 42 |
|
|
2022
Q3 | $1.32M | Buy |
31,347
+3,127
| +11% | +$132K | 0.55% | 33 |
|
|
2022
Q2 | $1.26M | Buy |
28,220
+17,852
| +172% | +$798K | 0.51% | 42 |
|
|
2022
Q1 | $496K | Buy |
10,368
+10,271
| +10,589% | +$491K | 0.19% | 63 |
|
|
2021
Q4 | $5 | Buy |
+97
| New | +$5 | ﹤0.01% | 375 |
|
|
2021
Q3 | – | Sell |
-97
| Closed | -$5K | – | 111 |
|
|
2021
Q2 | $5K | Buy |
+97
| New | +$5K | ﹤0.01% | 400 |
|