IWA
Inspirion Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-5,120
| Closed | -$218K | – | 142 |
|
|
2022
Q4 | $218K | Sell |
5,120
-1,144
| -18% | -$48.8K | 0.05% | 117 |
|
|
2022
Q3 | $264K | Sell |
6,264
-1,897
| -23% | -$80K | 0.06% | 100 |
|
|
2022
Q2 | $365K | Sell |
8,161
-2,351
| -22% | -$105K | 0.08% | 88 |
|
|
2022
Q1 | $503K | Sell |
10,512
-44,931
| -81% | -$2.15M | 0.1% | 68 |
|
|
2021
Q4 | $2.87M | Buy |
55,443
+53
| +0.1% | +$2.74K | 0.6% | 24 |
|
|
2021
Q3 | $2.88M | Buy |
55,390
+4,803
| +9% | +$249K | 0.66% | 25 |
|
|
2021
Q2 | $2.64M | Buy |
50,587
+2,481
| +5% | +$130K | 0.65% | 24 |
|
|
2021
Q1 | $2.46M | Buy |
48,106
+7,356
| +18% | +$377K | 0.65% | 21 |
|
|
2020
Q4 | $2.19M | Buy |
40,750
+1,903
| +5% | +$102K | 0.62% | 22 |
|
|
2020
Q3 | $2.09M | Buy |
38,847
+19,420
| +100% | +$1.05M | 0.72% | 22 |
|
|
2020
Q2 | $1.05M | Buy |
19,427
+872
| +5% | +$47K | 0.41% | 26 |
|
|
2020
Q1 | $958K | Buy |
18,555
+11,663
| +169% | +$602K | 0.47% | 25 |
|
|
2019
Q4 | $360K | Buy |
6,892
+519
| +8% | +$27.1K | 0.12% | 56 |
|
|
2019
Q3 | $333K | Buy |
+6,373
| New | +$333K | 0.15% | 55 |
|