Newbridge Financial Services Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-395
| Closed | -$17.3K | – | 1349 |
|
|
2023
Q1 | $17.3K | Sell |
395
-1,147
| -74% | -$50.2K | 0.01% | 775 |
|
|
2022
Q4 | $65.8K | Hold |
1,542
| – | – | 0.04% | 392 |
|
|
2022
Q3 | $65K | Hold |
1,542
| – | – | 0.04% | 384 |
|
|
2022
Q2 | $69K | Hold |
1,542
| – | – | 0.04% | 333 |
|
|
2022
Q1 | $74K | Sell |
1,542
-225
| -13% | -$10.8K | 0.04% | 368 |
|
|
2021
Q4 | $91K | Hold |
1,767
| – | – | 0.04% | 334 |
|
|
2021
Q3 | $92K | Buy |
1,767
+1,375
| +351% | +$71.6K | 0.06% | 281 |
|
|
2021
Q2 | $20K | Buy |
+392
| New | +$20K | 0.01% | 775 |
|