Roosevelt Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $3.25M | Buy |
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|
2022
Q2 | $3.3M | Buy |
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2022
Q1 | $3.42M | Buy |
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|
2021
Q4 | $3.53M | Buy |
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|
2021
Q3 | $3.08M | Buy |
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|
2021
Q2 | $3.09M | Buy |
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|
2021
Q1 | $2.73M | Buy |
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|
2020
Q4 | $2.05M | Sell |
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|
2020
Q3 | $2.6M | Buy |
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|
2020
Q2 | $1.74M | Buy |
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|
2020
Q1 | $247K | Buy |
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