RMR Wealth Builders’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-4,454
| Closed | -$230K | – | 206 |
|
|
2021
Q4 | $230K | Sell |
4,454
-17
| -0.4% | -$878 | 0.07% | 108 |
|
|
2021
Q3 | $232K | Buy |
+4,471
| New | +$232K | 0.07% | 165 |
|
|
2021
Q2 | – | Sell |
-4,475
| Closed | -$229K | – | 187 |
|
|
2021
Q1 | $229K | Buy |
+4,475
| New | +$229K | 0.06% | 173 |
|