Gradient Investments’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-5,716
| Closed | -$246K | – | 319 |
|
|
2024
Q2 | $246K | Buy |
+5,716
| New | +$246K | 0.01% | 293 |
|
|
2022
Q4 | – | Sell |
-2
| Closed | – | – | 1502 |
|
|
2022
Q3 | $0 | Hold |
2
| – | – | ﹤0.01% | 1334 |
|
|
2022
Q2 | $0 | Sell |
2
-178
| -99% | – | ﹤0.01% | 1208 |
|
|
2022
Q1 | $9K | Buy |
+180
| New | +$9K | ﹤0.01% | 787 |
|
|
2021
Q2 | – | Sell |
-89
| Closed | -$5K | – | 1140 |
|
|
2021
Q1 | $5K | Buy |
+89
| New | +$5K | ﹤0.01% | 872 |
|