Future Financial Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-33,041
| Closed | -$1.41M | – | 109 |
|
|
2022
Q4 | $1.41M | Sell |
33,041
-7,342
| -18% | -$313K | 1.6% | 14 |
|
|
2022
Q3 | $1.81M | Sell |
40,383
-2,141
| -5% | -$95.7K | 2.08% | 8 |
|
|
2022
Q2 | $2.04M | Hold |
42,524
| – | – | 1.99% | 7 |
|
|
2022
Q1 | $2.04M | Buy |
42,524
+3,108
| +8% | +$149K | 1.69% | 7 |
|
|
2021
Q4 | $2.02M | Buy |
39,416
+2,415
| +7% | +$124K | 1.62% | 8 |
|
|
2021
Q3 | $1.93M | Hold |
37,001
| – | – | 1.99% | 8 |
|
|
2021
Q2 | $1.93M | Buy |
37,001
+9,575
| +35% | +$500K | 1.99% | 8 |
|
|
2021
Q1 | $1.4M | Buy |
27,426
+459
| +2% | +$23.5K | 1.61% | 16 |
|
|
2020
Q4 | $1.45M | Buy |
+26,967
| New | +$1.45M | 1.67% | 17 |
|