PSI 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,558
| Closed | -$111K | – | 128 |
|
|
2025
Q1 | $111K | Buy |
+2,558
| New | +$111K | 0.04% | 161 |
|
|
2022
Q3 | – | Sell |
-41
| Closed | -$2K | – | 764 |
|
|
2022
Q2 | $2K | Hold |
41
| – | – | ﹤0.01% | 651 |
|
|
2022
Q1 | $2K | Sell |
41
-1,336
| -97% | -$65.2K | ﹤0.01% | 609 |
|
|
2021
Q4 | $71K | Sell |
1,377
-4,082
| -75% | -$210K | 0.03% | 244 |
|
|
2021
Q3 | $283K | Buy |
+5,459
| New | +$283K | 0.13% | 122 |
|