Private Ocean’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
Q3 | – | Sell |
-1,044
| Closed | -$55K | – | 547 |
|
|
2021
Q2 | $55K | Hold |
1,044
| – | – | 0.01% | 231 |
|
|
2021
Q1 | $53K | Buy |
1,044
+3
| +0.3% | +$152 | 0.01% | 245 |
|
|
2020
Q4 | $56K | Buy |
1,041
+493
| +90% | +$26.5K | 0.01% | 212 |
|
|
2020
Q3 | $30K | Buy |
548
+3
| +0.6% | +$164 | 0.01% | 276 |
|
|
2020
Q2 | $29K | Buy |
+545
| New | +$29K | 0.01% | 260 |
|