Mariner Independent Advisor Network’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
Q1 | – | Sell |
-50,465
| Closed | -$2.59M | – | 506 |
|
|
2021
Q4 | $2.59M | Sell |
50,465
-3,009
| -6% | -$154K | 0.12% | 192 |
|
|
2021
Q3 | $2.78M | Buy |
53,474
+5,221
| +11% | +$271K | 0.14% | 168 |
|
|
2021
Q2 | $2.52M | Buy |
48,253
+500
| +1% | +$26.1K | 0.11% | 203 |
|
|
2021
Q1 | $2.45M | Buy |
47,753
+7,242
| +18% | +$371K | 0.13% | 169 |
|
|
2020
Q4 | $2.18M | Buy |
40,511
+7,869
| +24% | +$422K | 0.12% | 188 |
|
|
2020
Q3 | $1.76M | Buy |
32,642
+20,209
| +163% | +$1.09M | 0.15% | 159 |
|
|
2020
Q2 | $669K | Buy |
12,433
+381
| +3% | +$20.5K | 0.06% | 245 |
|
|
2020
Q1 | $621K | Buy |
12,052
+1,626
| +16% | +$83.8K | 0.06% | 259 |
|
|
2019
Q4 | $545K | Buy |
+10,426
| New | +$545K | 0.04% | 305 |
|