Moneta Group Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-4,294
| Closed | -$220K | – | 276 |
|
|
2019
Q2 | $220K | Sell |
4,294
-107,145
| -96% | -$5.49M | 0.02% | 209 |
|
|
2019
Q1 | $5.55M | Sell |
111,439
-7,122
| -6% | -$355K | 0.58% | 34 |
|
|
2018
Q4 | $5.72M | Buy |
118,561
+3,291
| +3% | +$159K | 0.68% | 32 |
|
|
2018
Q3 | $5.57M | Buy |
115,270
+111,082
| +2,652% | +$5.37M | 0.57% | 30 |
|
|
2018
Q2 | $203K | Buy |
+4,188
| New | +$203K | 0.02% | 246 |
|