Patriot Financial Group Insurance Agency’s WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund AGZD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-424
| Closed | -$10K | – | 1306 |
|
|
2019
Q3 | $10K | Sell |
424
-200
| -32% | -$4.72K | ﹤0.01% | 788 |
|
|
2019
Q2 | $15K | Hold |
624
| – | – | 0.01% | 714 |
|
|
2019
Q1 | $15K | Hold |
624
| – | – | 0.01% | 613 |
|
|
2018
Q4 | $15K | Hold |
624
| – | – | 0.01% | 522 |
|
|
2018
Q3 | $15K | Hold |
624
| – | – | 0.01% | 536 |
|
|
2018
Q2 | $15K | Hold |
624
| – | – | 0.02% | 330 |
|
|
2018
Q1 | $15K | Hold |
624
| – | – | 0.01% | 524 |
|
|
2017
Q4 | $15K | Hold |
624
| – | – | 0.01% | 507 |
|
|
2017
Q3 | $15K | Hold |
624
| – | – | 0.01% | 460 |
|
|
2017
Q2 | $15K | Hold |
624
| – | – | 0.02% | 438 |
|
|
2017
Q1 | $15K | Hold |
624
| – | – | 0.02% | 416 |
|
|
2016
Q4 | $15K | Buy |
+624
| New | +$15K | 0.02% | 397 |
|