KMG Fiduciary Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-41,777
| Closed | -$2.24M | – | 172 |
|
|
2020
Q4 | $2.24M | Sell |
41,777
-12,598
| -23% | -$675K | 0.47% | 51 |
|
|
2020
Q3 | $2.93M | Buy |
54,375
+7,903
| +17% | +$425K | 0.73% | 40 |
|
|
2020
Q2 | $2.5M | Buy |
+46,472
| New | +$2.5M | 0.69% | 41 |
|
|
2020
Q1 | – | Sell |
-4,374
| Closed | -$229K | – | 129 |
|
|
2019
Q4 | $229K | Buy |
+4,374
| New | +$229K | 0.07% | 116 |
|