Perigon Wealth Management’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Sell
-1,095
Closed -$59K 494
2020
Q4
$59K Buy
+1,095
New +$59K 0.01% 689
2018
Q2
Sell
-440
Closed -$22K 241
2018
Q1
$22K Buy
+440
New +$22K 0.01% 422