Next Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $27K | Sell |
523
-4
| -0.8% | -$207 | ﹤0.01% | 1749 |
|
|
2021
Q3 | $27K | Hold |
527
| – | – | ﹤0.01% | 1674 |
|
|
2021
Q2 | $27K | Hold |
527
| – | – | ﹤0.01% | 1634 |
|
|
2021
Q1 | $27K | Buy |
527
+25
| +5% | +$1.28K | ﹤0.01% | 1526 |
|
|
2020
Q4 | $27K | Sell |
502
-2,892
| -85% | -$156K | ﹤0.01% | 1416 |
|
|
2020
Q3 | $183K | Sell |
3,394
-333
| -9% | -$18K | 0.02% | 654 |
|
|
2020
Q2 | $201K | Buy |
3,727
+1,499
| +67% | +$80.8K | 0.02% | 544 |
|
|
2020
Q1 | $115K | Buy |
2,228
+1,778
| +395% | +$91.8K | 0.01% | 719 |
|
|
2019
Q4 | $24K | Buy |
450
+101
| +29% | +$5.39K | ﹤0.01% | 1454 |
|
|
2019
Q3 | $18K | Buy |
+349
| New | +$18K | ﹤0.01% | 1478 |
|