Guardian Wealth Advisors (North Carolina)’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
Q4 | – | Sell |
-334
| Closed | -$14.9K | – | 518 |
|
|
2024
Q3 | $14.9K | Buy |
+334
| New | +$14.9K | ﹤0.01% | 367 |
|
|
2023
Q3 | – | Sell |
-78
| Closed | -$3.36K | – | 423 |
|
|
2023
Q2 | $3.36K | Hold |
78
| – | – | ﹤0.01% | 376 |
|
|
2023
Q1 | $3.41K | Hold |
78
| – | – | ﹤0.01% | 371 |
|
|
2022
Q4 | $3.33K | Hold |
78
| – | – | ﹤0.01% | 342 |
|
|
2022
Q3 | $3K | Hold |
78
| – | – | ﹤0.01% | 315 |
|
|
2022
Q2 | $3K | Buy |
+78
| New | +$3K | ﹤0.01% | 326 |
|