Regal Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
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|
2022
Q4 | $3.8M | Sell |
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|
2022
Q3 | $3.97M | Buy |
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|
2022
Q2 | $4.01M | Buy |
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|
2022
Q1 | $4.07M | Buy |
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|
2021
Q4 | $4.33M | Buy |
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|
2021
Q3 | $4.28M | Buy |
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|
2021
Q2 | $4.21M | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $2.15M | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $998K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $890K | Buy |
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|
2018
Q3 | $547K | Buy |
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