Leicht Financial Planning & 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-155,775
| Closed | -$6.64M | – | 22 |
|
|
2022
Q4 | $6.64M | Buy |
155,775
+1,072
| +0.7% | +$45.7K | 4.46% | 8 |
|
|
2022
Q3 | $6.53M | Sell |
154,703
-606
| -0.4% | -$25.6K | 4.67% | 8 |
|
|
2022
Q2 | $6.94M | Sell |
155,309
-1,751
| -1% | -$78.3K | 4.7% | 8 |
|
|
2022
Q1 | $7.52M | Buy |
157,060
+6,667
| +4% | +$319K | 4.48% | 9 |
|
|
2021
Q4 | $7.77M | Sell |
150,393
-3,187
| -2% | -$165K | 4.43% | 8 |
|
|
2021
Q3 | $8.11M | Sell |
153,580
-1,864
| -1% | -$98.4K | 4.87% | 7 |
|
|
2021
Q2 | $8.19M | Buy |
155,444
+22,471
| +17% | +$1.18M | 4.97% | 7 |
|
|
2021
Q1 | $6.81M | Sell |
132,973
-151,456
| -53% | -$7.75M | 4.41% | 10 |
|
|
2020
Q4 | $15.3M | Sell |
284,429
-31,157
| -10% | -$1.67M | 10.34% | 1 |
|
|
2020
Q3 | $17M | Sell |
315,586
-34,368
| -10% | -$1.85M | 12.61% | 1 |
|
|
2020
Q2 | $18.8M | Buy |
+349,954
| New | +$18.8M | 14.96% | 1 |
|