Surevest’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $22K | Hold |
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2022
Q2 | $23K | Hold |
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2022
Q1 | $25K | Hold |
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|
2021
Q4 | $27K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $376K | Sell |
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|
2019
Q4 | $4.67M | Sell |
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|
2019
Q3 | $5.29M | Sell |
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|
2019
Q2 | $5.35M | Buy |
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2019
Q1 | $4.59M | Buy |
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|
2018
Q4 | $4.44M | Buy |
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