Meeder Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,087
| Closed | -$56K | – | 2320 |
|
|
2021
Q4 | $56K | Sell |
1,087
-3,313
| -75% | -$171K | 0.01% | 482 |
|
|
2021
Q3 | $228K | Hold |
4,400
| – | – | 0.01% | 680 |
|
|
2021
Q2 | $230K | Hold |
4,400
| – | – | 0.01% | 694 |
|
|
2021
Q1 | $225K | Buy |
4,400
+1,750
| +66% | +$89.5K | 0.01% | 693 |
|
|
2020
Q4 | $142K | Hold |
2,650
| – | – | 0.03% | 362 |
|
|
2020
Q3 | $143K | Buy |
+2,650
| New | +$143K | 0.01% | 689 |
|