Red Tortoise LLC’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 |
-163
| Closed | -$6.79K | – | 525 |
|
|
2023
Q3 | $6.79K | Buy |
163
+1
| +0.6% | +$42 | ﹤0.01% | 222 |
|
|
2023
Q2 | $6.98K | Buy |
162
+2
| +1% | +$86 | ﹤0.01% | 234 |
|
|
2023
Q1 | $7.01K | Buy |
160
+1
| +0.6% | +$44 | ﹤0.01% | 219 |
|
|
2022
Q4 | $6.78K | Buy |
+159
| New | +$6.78K | ﹤0.01% | 272 |
|
|
2021
Q4 | – | Sell |
-158
| Closed | -$7K | – | 79 |
|
|
2021
Q3 | $7K | Buy |
+158
| New | +$7K | 0.01% | 233 |
|