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LGT Financial Advisors’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

LGT Financial Advisors’s Portfolio AGGY Stock Details AGGY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-746
Closed -$32K – 701
2024
Q2 		$32K Hold
746
– – 0.07% 213
2024
Q1 		$32.4K Hold
746
– – 0.04% 277
2023
Q4 		$32.8K Hold
746
– – 0.04% 260
2023
Q3 		$31K Buy
+746
New +$31K 0.04% 271