Householder Group Estate & Retirement Specialist’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 |
-762
| Closed | -$34K | – | 549 |
|
|
2024
Q3 | $34K | Sell |
762
-26
| -3% | -$1.16K | 0.01% | 562 |
|
|
2024
Q2 | $33K | Sell |
788
-166
| -17% | -$6.95K | 0.01% | 561 |
|
|
2024
Q1 | $41.4K | Hold |
954
| – | – | 0.01% | 509 |
|
|
2023
Q4 | $42K | Sell |
954
-247
| -21% | -$10.9K | 0.01% | 492 |
|
|
2023
Q3 | $49.9K | Buy |
+1,201
| New | +$49.9K | 0.02% | 448 |
|
|
2023
Q1 | $53K | Buy |
+1,209
| New | +$53K | 0.02% | 432 |
|