Spire Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-189
| Closed | -$8.2K | – | 2205 |
|
|
2024
Q1 | $8.2K | Hold |
189
| – | – | ﹤0.01% | 1767 |
|
|
2023
Q4 | $8.22K | Hold |
189
| – | – | ﹤0.01% | 1811 |
|
|
2023
Q3 | $7.85K | Hold |
189
| – | – | ﹤0.01% | 1806 |
|
|
2023
Q2 | $8.14K | Hold |
189
| – | – | ﹤0.01% | 1874 |
|
|
2023
Q1 | $8.26K | Hold |
189
| – | – | ﹤0.01% | 1912 |
|
|
2022
Q4 | $8K | Hold |
189
| – | – | ﹤0.01% | 1680 |
|
|
2022
Q3 | $8K | Hold |
189
| – | – | ﹤0.01% | 1613 |
|
|
2022
Q2 | $8K | Hold |
189
| – | – | ﹤0.01% | 1974 |
|
|
2022
Q1 | $9K | Sell |
189
-40
| -17% | -$1.91K | ﹤0.01% | 2050 |
|
|
2021
Q4 | $12K | Buy |
229
+40
| +21% | +$2.1K | ﹤0.01% | 2295 |
|
|
2021
Q3 | $10K | Hold |
189
| – | – | ﹤0.01% | 2083 |
|
|
2021
Q2 | $10K | Sell |
189
-5,555
| -97% | -$294K | ﹤0.01% | 2100 |
|
|
2021
Q1 | $294K | Buy |
+5,744
| New | +$294K | 0.01% | 877 |
|