My Legacy Advisors’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
Q2 | $823K | Sell |
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|
2025
Q1 | $899K | Sell |
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|
2024
Q4 | $888K | Sell |
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|
2024
Q3 | $949K | Sell |
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|
2024
Q2 | $2.33M | Sell |
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|
2024
Q1 | $2.88M | Sell |
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|
2023
Q4 | $3.24M | Buy |
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|
2023
Q3 | $2.95M | Buy |
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|
2023
Q2 | $2.9M | Buy |
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|
2023
Q1 | $2.67M | Buy |
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|
2022
Q4 | $2.49M | Sell |
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|
2022
Q3 | $2.44M | Buy |
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|
2022
Q2 | $2.38M | Buy |
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|
2022
Q1 | $907K | Buy |
|