StrategIQ Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $3.82M | Buy |
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|
2023
Q3 | $3.17M | Buy |
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|
2023
Q2 | $2.52M | Buy |
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|
2023
Q1 | $1.36M | Sell |
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|
2022
Q4 | $1.36M | Sell |
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|
2022
Q3 | $1.47M | Sell |
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|
2022
Q2 | $1.71M | Sell |
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|
2022
Q1 | $2.13M | Sell |
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|
2021
Q4 | $2.52M | Sell |
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|
2021
Q3 | $2.68M | Sell |
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|
2021
Q2 | $3.15M | Sell |
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|
2021
Q1 | $4.03M | Sell |
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|
2020
Q4 | $4.32M | Sell |
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|
2020
Q3 | $4.67M | Sell |
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|
2020
Q2 | $5.17M | Sell |
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|
2020
Q1 | $6M | Sell |
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|
2019
Q4 | $6.82M | Sell |
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|
2019
Q3 | $7.94M | Sell |
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|
2019
Q2 | $8.35M | Buy |
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|
2019
Q1 | $7.63M | Buy |
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|
2018
Q4 | $6.66M | Sell |
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|
2018
Q3 | $6.83M | Buy |
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|
2018
Q2 | $6.44M | Buy |
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|
2018
Q1 | $5.66M | Buy |
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|
2017
Q4 | $5.34M | Buy |
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