Huber Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $5.72M | Buy |
110,698
+186
| +0.2% | +$9.61K | 2.14% | 9 |
|
|
2019
Q4 | $5.77M | Buy |
110,512
+35,713
| +48% | +$1.87M | 2% | 7 |
|
|
2019
Q3 | $3.91M | Buy |
74,799
+17,857
| +31% | +$934K | 1.53% | 8 |
|
|
2019
Q2 | $2.92M | Buy |
56,942
+16,547
| +41% | +$848K | 1.27% | 9 |
|
|
2019
Q1 | $2.01M | Buy |
40,395
+5,189
| +15% | +$259K | 0.98% | 13 |
|
|
2018
Q4 | $1.7M | Buy |
35,206
+26,752
| +316% | +$1.29M | 0.93% | 18 |
|
|
2018
Q3 | $409K | Buy |
+8,454
| New | +$409K | 0.31% | 58 |
|