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Sowell Financial Services’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Sowell Financial Services’s Portfolio AGGY Stock Details AGGY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-11,135
Closed -$575K – 181
2021
Q4 		$575K Hold
11,135
– – 0.03% 418
2021
Q3 		$578K Hold
11,135
– – 0.04% 375
2021
Q2 		$581K Sell
11,135
-10,611
-49% -$550K 0.04% 399
2021
Q1 		$1.13M Buy
21,746
+2,370
+12% +$124K 0.04% 380
2020
Q4 		$1.04M Buy
19,376
+1,863
+11% +$99.9K 0.04% 321
2020
Q3 		$943K Buy
17,513
+709
+4% +$38.4K 0.05% 308
2020
Q2 		$904K Buy
16,804
+194
+1% +$10.3K 0.05% 296
2020
Q1 		$858K Buy
16,610
+11,324
+214% +$593K 0.06% 273
2019
Q4 		$276K Buy
5,286
+3,237
+158% +$169K 0.02% 610
2019
Q3 		$107K Buy
+2,049
New +$106K 0.01% 808

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HI
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