Maripau 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
|
|||||
|
2024
Q4 | $202K | Buy |
|
|||||
|
2024
Q3 | – | Sell |
|
|||||
|
2024
Q2 | $297K | Sell |
|
|||||
|
2024
Q1 | $357K | Sell |
|
|||||
|
2023
Q4 | $375K | Sell |
|
|||||
|
2023
Q3 | $462K | Sell |
|
|||||
|
2023
Q2 | $505K | Sell |
|
|||||
|
2023
Q1 | $513K | Sell |
|
|||||
|
2022
Q4 | $539K | Sell |
|
|||||
|
2022
Q3 | $506K | Sell |
|
|||||
|
2022
Q2 | $569K | Buy |
|
|||||
|
2022
Q1 | $557K | Buy |
|
|||||
|
2021
Q4 | $527K | Buy |
|