Tower Wealth Partners’s WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund AGZD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $1.59M | Buy |
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|
2024
Q2 | $1.54M | Sell |
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|
2024
Q1 | $2M | Buy |
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|
2023
Q4 | $1.92M | Buy |
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|
2023
Q3 | $1.71M | Buy |
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|
2023
Q2 | $1.66M | Buy |
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|
2023
Q1 | $1.63M | Buy |
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|
2022
Q4 | $1.63M | Buy |
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|
2022
Q3 | $1.69M | Sell |
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|
2022
Q2 | $1.91M | Buy |
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