Golden State Equity Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3.13M | Buy |
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|
2025
Q2 | $2.74M | Sell |
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2025
Q1 | $2.89M | Sell |
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|
2024
Q4 | $3.13M | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $2.5M | Buy |
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|
2023
Q4 | $2.79M | Buy |
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|
2023
Q3 | $2.61M | Buy |
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|
2023
Q2 | $604K | Sell |
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|
2023
Q1 | $2.49M | Buy |
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|
2022
Q1 | $3.2M | Sell |
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|
2021
Q4 | $8.82M | Buy |
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|
2021
Q3 | $5.26M | Sell |
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|
2021
Q2 | $5.29M | Buy |
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|
2021
Q1 | $3.14M | Buy |
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|
2020
Q4 | $2.02M | Buy |
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