Perennial Advisors’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
Q2 | – | Sell |
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|
2025
Q1 | $283K | Buy |
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|
2024
Q2 | $258K | Hold |
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|
2024
Q1 | $261K | Hold |
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|
2023
Q4 | $264K | Hold |
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|
2023
Q3 | $249K | Hold |
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|
2023
Q2 | $259K | Hold |
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|
2023
Q1 | $262K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $254K | Hold |
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|
2022
Q2 | $268K | Hold |
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|
2022
Q1 | $287K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $199K | Hold |
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|
2021
Q1 | $195K | Buy |
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|
2020
Q4 | $180K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $165K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $74K | Hold |
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|
2018
Q3 | $74K | Hold |
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|
2018
Q2 | $74K | Buy |
|