Sound Income Strategies’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-135
| Closed | -$5.86K | – | 1612 |
|
|
2025
Q1 | $5.86K | Hold |
135
| – | – | ﹤0.01% | 1029 |
|
|
2024
Q4 | $5.79K | Hold |
135
| – | – | ﹤0.01% | 958 |
|
|
2024
Q3 | $6.04K | Sell |
135
-365
| -73% | -$16.3K | ﹤0.01% | 910 |
|
|
2024
Q2 | $21.5K | Hold |
500
| – | – | ﹤0.01% | 612 |
|
|
2024
Q1 | $21.7K | Sell |
500
-232
| -32% | -$10.1K | ﹤0.01% | 584 |
|
|
2023
Q4 | $32.2K | Buy |
732
+367
| +101% | +$16.2K | ﹤0.01% | 495 |
|
|
2023
Q3 | $15.2K | Hold |
365
| – | – | ﹤0.01% | 491 |
|
|
2023
Q2 | $15.7K | Hold |
365
| – | – | ﹤0.01% | 477 |
|
|
2023
Q1 | $15.9K | Buy |
+365
| New | +$15.9K | ﹤0.01% | 452 |
|