Lee Financial Group Hawaii’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
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|
2022
Q1 | $254 | Sell |
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|
2021
Q4 | $305K | Sell |
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|
2021
Q3 | $442K | Buy |
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|
2021
Q2 | $442K | Sell |
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|
2021
Q1 | $473K | Sell |
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|
2020
Q4 | $758K | Sell |
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|
2020
Q3 | $14.7M | Buy |
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|
2020
Q2 | $14.6M | Buy |
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2020
Q1 | $13.7M | Buy |
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|
2019
Q4 | $13.8M | Buy |
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|
2019
Q3 | $13.7M | Buy |
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|
2019
Q2 | $10M | Sell |
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|
2019
Q1 | $13.8M | Buy |
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|
2018
Q4 | $7.9M | Sell |
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|
2018
Q3 | $8M | Buy |
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|
2018
Q2 | $7.77M | Buy |
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|
2018
Q1 | $7.74M | Buy |
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