Lake Point Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $3K | Hold |
73
| – | – | ﹤0.01% | 266 |
|
|
2022
Q1 | $3K | Hold |
73
| – | – | ﹤0.01% | 284 |
|
|
2021
Q4 | $4K | Hold |
73
| – | – | ﹤0.01% | 267 |
|
|
2021
Q3 | $4K | Hold |
73
| – | – | ﹤0.01% | 249 |
|
|
2021
Q2 | $4K | Buy |
+73
| New | +$4K | ﹤0.01% | 258 |
|
|
2020
Q1 | $4K | Hold |
73
| – | – | ﹤0.01% | 172 |
|
|
2019
Q4 | $4K | Buy |
+73
| New | +$4K | ﹤0.01% | 392 |
|
|
2019
Q2 | $41K | Hold |
796
| – | – | 0.01% | 165 |
|
|
2019
Q1 | $41K | Sell |
796
-34,065
| -98% | -$1.75M | 0.01% | 165 |
|
|
2018
Q4 | $1.68M | Buy |
+34,861
| New | +$1.68M | 0.63% | 34 |
|