Prosperity Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-6,088
| Closed | -$268K | – | 324 |
|
|
2023
Q4 | $268K | Sell |
6,088
-153
| -2% | -$6.74K | 0.03% | 211 |
|
|
2023
Q3 | $259K | Sell |
6,241
-6,567
| -51% | -$273K | 0.03% | 201 |
|
|
2023
Q2 | $552K | Buy |
12,808
+1,891
| +17% | +$81.5K | 0.08% | 128 |
|
|
2023
Q1 | $477K | Buy |
10,917
+409
| +4% | +$17.9K | 0.07% | 123 |
|
|
2022
Q4 | $448K | Buy |
+10,508
| New | +$448K | 0.14% | 105 |
|