Northwestern Mutual Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-928
| Closed | -$39.9K | – | 3585 |
|
|
2024
Q2 | $39.9K | Hold |
928
| – | – | ﹤0.01% | 2164 |
|
|
2024
Q1 | $40.3K | Sell |
928
-287
| -24% | -$12.5K | ﹤0.01% | 2167 |
|
|
2023
Q4 | $53.5K | Hold |
1,215
| – | – | ﹤0.01% | 2022 |
|
|
2023
Q3 | $50.4K | Hold |
1,215
| – | – | ﹤0.01% | 1973 |
|
|
2023
Q2 | $52.4K | Buy |
+1,215
| New | +$52.4K | ﹤0.01% | 1962 |
|
|
2022
Q1 | – | Sell |
-14
| Closed | -$1K | – | 3077 |
|
|
2021
Q4 | $1K | Buy |
+14
| New | +$1K | ﹤0.01% | 2993 |
|
|
2021
Q2 | – | Sell |
-223
| Closed | -$11K | – | 2976 |
|
|
2021
Q1 | $11K | Buy |
+223
| New | +$11K | ﹤0.01% | 2247 |
|
|
2019
Q3 | – | Sell |
-1
| Closed | – | – | 2448 |
|
|
2019
Q2 | $0 | Buy |
+1
| New | – | ﹤0.01% | 2475 |
|