OPPS
Obsidian Personal Planning Solutions’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $234K | Hold |
5,364
| – | – | 0.09% | 97 |
|
|
2025
Q1 | $232K | Buy |
5,364
+440
| +9% | +$19K | 0.1% | 93 |
|
|
2024
Q4 | $211K | Hold |
4,924
| – | – | 0.1% | 99 |
|
|
2024
Q3 | $214K | Sell |
4,924
-2,736
| -36% | -$119K | 0.11% | 93 |
|
|
2024
Q2 | $329K | Buy |
7,660
+46
| +0.6% | +$1.98K | 0.2% | 56 |
|
|
2024
Q1 | $321K | Hold |
7,614
| – | – | 0.21% | 57 |
|
|
2023
Q4 | $335K | Hold |
7,614
| – | – | 0.26% | 48 |
|
|
2023
Q3 | $316K | Buy |
+7,614
| New | +$316K | 0.27% | 48 |
|