Patriot Financial Group Insurance Agency’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $508K | Sell |
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|
2025
Q1 | $519K | Sell |
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|
2024
Q4 | $527K | Sell |
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|
2024
Q3 | $551K | Buy |
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|
2024
Q2 | $434K | Buy |
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|
2024
Q1 | $425K | Buy |
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|
2023
Q4 | $299K | Buy |
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|
2023
Q3 | $250K | Sell |
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|
2023
Q2 | $328K | Sell |
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|
2023
Q1 | $342K | Buy |
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|
2022
Q4 | $310K | Sell |
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|
2022
Q3 | $381K | Sell |
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|
2022
Q2 | $520K | Sell |
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|
2022
Q1 | $984K | Sell |
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|
2021
Q4 | $1.33M | Sell |
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|
2021
Q3 | $1.82M | Sell |
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|
2021
Q2 | $2.19M | Sell |
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|
2021
Q1 | $3.2M | Sell |
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|
2020
Q4 | $3.97M | Buy |
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|
2020
Q3 | $2.75M | Buy |
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|
2020
Q2 | $2.36M | Buy |
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|
2020
Q1 | $1.76M | Sell |
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|
2019
Q4 | $2.59M | Buy |
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|
2019
Q3 | $2.43M | Buy |
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|
2019
Q2 | $1.86M | Buy |
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|
2019
Q1 | $1.47M | Buy |
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|
2018
Q4 | $855K | Buy |
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|
2018
Q3 | $79K | Buy |
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