Retirement Group’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
Q1 | $3.21K | Hold |
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|
2023
Q4 | $3.26K | Hold |
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2023
Q3 | $3.07K | Hold |
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|
2023
Q2 | $3.19K | Hold |
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|
2023
Q1 | $3K | Hold |
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|
2022
Q4 | $3K | Hold |
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|
2022
Q3 | $3K | Hold |
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|
2022
Q2 | $3K | Sell |
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|
2022
Q1 | $219K | Sell |
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|
2021
Q4 | $319K | Sell |
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|
2021
Q3 | $489K | Sell |
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|
2021
Q2 | $502K | Sell |
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|
2021
Q1 | $524K | Buy |
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|
2020
Q4 | $538K | Buy |
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|
2020
Q3 | $434K | Buy |
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|
2020
Q2 | $339K | Buy |
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|
2019
Q4 | $157K | Buy |
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