ICA Group Wealth Management’s WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund AGZD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-627
| Closed | -$13.8K | – | 803 |
|
|
2024
Q1 | $13.8K | Sell |
627
-91
| -13% | -$2.01K | ﹤0.01% | 831 |
|
|
2023
Q4 | $15.7K | Buy |
+718
| New | +$15.7K | ﹤0.01% | 785 |
|
|
2023
Q3 | – | Sell |
-688
| Closed | -$15.2K | – | 259 |
|
|
2023
Q2 | $15.2K | Buy |
688
+6
| +0.9% | +$133 | ﹤0.01% | 759 |
|
|
2023
Q1 | $14.8K | Buy |
+682
| New | +$14.8K | ﹤0.01% | 731 |
|