Insight Wealth Strategies’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-4,793
| Closed | -$249K | – | 154 |
|
|
2021
Q3 | $249K | Sell |
4,793
-614
| -11% | -$31.9K | 0.04% | 169 |
|
|
2021
Q2 | $282K | Buy |
5,407
+143
| +3% | +$7.46K | 0.04% | 163 |
|
|
2021
Q1 | $270K | Sell |
5,264
-5,698
| -52% | -$292K | 0.04% | 188 |
|
|
2020
Q4 | $589K | Sell |
10,962
-207
| -2% | -$11.1K | 0.1% | 105 |
|
|
2020
Q3 | $601K | Buy |
11,169
+59
| +0.5% | +$3.18K | 0.11% | 88 |
|
|
2020
Q2 | $598K | Buy |
11,110
+128
| +1% | +$6.89K | 0.13% | 73 |
|
|
2020
Q1 | $567K | Sell |
10,982
-825
| -7% | -$42.6K | 0.15% | 65 |
|
|
2019
Q4 | $617K | Buy |
11,807
+353
| +3% | +$18.4K | 0.13% | 105 |
|
|
2019
Q3 | $599K | Buy |
11,454
+932
| +9% | +$48.7K | 0.14% | 99 |
|
|
2019
Q2 | $539K | Sell |
10,522
-1,054
| -9% | -$54K | 0.13% | 97 |
|
|
2019
Q1 | $577K | Sell |
11,576
-473
| -4% | -$23.6K | 0.16% | 88 |
|
|
2018
Q4 | $581K | Buy |
+12,049
| New | +$581K | 0.18% | 78 |
|