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 |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
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|
2022
Q4 | $6.64M | Buy |
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|
2022
Q3 | $6.53M | Sell |
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|
2022
Q2 | $6.94M | Sell |
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|
2022
Q1 | $7.51M | Buy |
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|
2021
Q4 | $7.77M | Sell |
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|
2021
Q3 | $8.11M | Sell |
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|
2021
Q2 | $8.19M | Buy |
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|
2021
Q1 | $6.81M | Sell |
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|
2020
Q4 | $15.3M | Sell |
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|
2020
Q3 | $17M | Sell |
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|
2020
Q2 | $18.8M | Buy |
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