SWG
AGGY icon

Summit Wealth Group’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Summit Wealth Group’s Portfolio AGGY Stock Details AGGY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-83
Closed -$4K – 50
2021
Q2 		$4K Buy
+83
New +$4K 0.01% 137