Inspirion Wealth Advisors’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
|
|||||
|
2022
Q4 | $218K | Sell |
|
|||||
|
2022
Q3 | $264K | Sell |
|
|||||
|
2022
Q2 | $365K | Sell |
|
|||||
|
2022
Q1 | $503K | Sell |
|
|||||
|
2021
Q4 | $2.87M | Buy |
|
|||||
|
2021
Q3 | $2.88M | Buy |
|
|||||
|
2021
Q2 | $2.64M | Buy |
|
|||||
|
2021
Q1 | $2.46M | Buy |
|
|||||
|
2020
Q4 | $2.19M | Buy |
|
|||||
|
2020
Q3 | $2.09M | Buy |
|
|||||
|
2020
Q2 | $1.05M | Buy |
|
|||||
|
2020
Q1 | $958K | Buy |
|
|||||
|
2019
Q4 | $360K | Buy |
|
|||||
|
2019
Q3 | $333K | Buy |
|