Key Financial Inc’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.3K | Buy |
351
+214
| +156% | +$9.34K | ﹤0.01% | 751 |
|
|
2025
Q1 | $5.95K | Hold |
137
| – | – | ﹤0.01% | 953 |
|
|
2024
Q4 | $5.88K | Hold |
137
| – | – | ﹤0.01% | 941 |
|
|
2024
Q3 | $6.13K | Hold |
137
| – | – | ﹤0.01% | 927 |
|
|
2024
Q2 | $5.89K | Hold |
137
| – | – | ﹤0.01% | 918 |
|
|
2024
Q1 | $5.95K | Hold |
137
| – | – | ﹤0.01% | 895 |
|
|
2023
Q4 | $6.03K | Hold |
137
| – | – | ﹤0.01% | 870 |
|
|
2023
Q3 | $5.69K | Hold |
137
| – | – | ﹤0.01% | 864 |
|
|
2023
Q2 | $5.9K | Buy |
+137
| New | +$5.9K | ﹤0.01% | 870 |
|