Raymond James Financial Services Advisors’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.95M | Sell |
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|
2024
Q2 | $2.07M | Sell |
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|
2024
Q1 | $2.14M | Sell |
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|
2023
Q4 | $5.05M | Buy |
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|
2023
Q3 | $4.45M | Buy |
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|
2023
Q2 | $4.36M | Sell |
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|
2023
Q1 | $8.39M | Sell |
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|
2022
Q4 | $11M | Buy |
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|
2022
Q3 | $9.23M | Buy |
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|
2022
Q2 | $7.2M | Buy |
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|
2022
Q1 | $6.84M | Buy |
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|
2021
Q4 | $6.88M | Sell |
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|
2021
Q3 | $27.8M | Buy |
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|
2021
Q2 | $26.2M | Sell |
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|
2021
Q1 | $26.8M | Buy |
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|
2020
Q4 | $25.7M | Buy |
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|
2020
Q3 | $25.5M | Sell |
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|
2020
Q2 | $25.6M | Buy |
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|
2020
Q1 | $22.1M | Sell |
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|
2019
Q4 | $90.1M | Buy |
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|
2019
Q3 | $75.7M | Buy |
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|
2019
Q2 | $40.6M | Buy |
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|
2019
Q1 | $8.52M | Buy |
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|
2018
Q4 | $234K | Buy |
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