MAG
Mokosak Advisory Group’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-74,129
| Closed | -$3.87M | – | 19 |
|
|
2019
Q4 | $3.87M | Sell |
74,129
-1,365
| -2% | -$71.3K | 2.34% | 13 |
|
|
2019
Q3 | $3.95M | Sell |
75,494
-1,813
| -2% | -$94.8K | 2.61% | 11 |
|
|
2019
Q2 | $3.96M | Buy |
77,307
+4,736
| +7% | +$243K | 2.67% | 11 |
|
|
2019
Q1 | $3.61M | Buy |
72,571
+1,468
| +2% | +$73K | 2.51% | 13 |
|
|
2018
Q4 | $3.42M | Buy |
+71,103
| New | +$3.42M | 2.66% | 13 |
|