Prime Capital Investment Advisors’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
2023
Q4
Sell
-9,026
Closed -$375K 948
2023
Q3
$375K Buy
9,026
+4
+0% +$166 0.01% 527
2023
Q2
$389K Buy
+9,022
New +$389K 0.01% 535