Patriot Financial Group Insurance Agency’s WisdomTree Trust WisdomTree Negative Duration U.S. Aggregate Bond Fund AGND Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
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|
2019
Q3 | $10K | Sell |
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|
2019
Q2 | $22K | Hold |
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|
2019
Q1 | $22K | Hold |
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|
2018
Q4 | $22K | Hold |
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|
2018
Q3 | $23K | Hold |
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|
2018
Q2 | $23K | Hold |
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|
2018
Q1 | $23K | Hold |
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|
2017
Q4 | $23K | Sell |
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|
2017
Q3 | $29K | Hold |
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|
2017
Q2 | $29K | Hold |
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|
2017
Q1 | $29K | Hold |
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|
2016
Q4 | $29K | Buy |
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