NFP Retirement Inc’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
Sell
-3,984
Closed -$207K 150
2021
Q3
$207K Sell
3,984
-278
-7% -$14.4K 0.08% 131
2021
Q2
$222K Sell
4,262
-109,368
-96% -$5.71M 0.09% 123
2021
Q1
$5.82M Buy
+113,630
New +$5.82M 2.53% 11