Transamerica Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-870
| Closed | -$38K | – | 610 |
|
|
2022
Q4 | $38K | Sell |
870
-8
| -0.9% | -$349 | 0.01% | 289 |
|
|
2022
Q3 | $38K | Sell |
878
-8
| -0.9% | -$346 | 0.01% | 283 |
|
|
2022
Q2 | $40K | Buy |
+886
| New | +$40K | 0.01% | 282 |
|
|
2020
Q3 | – | Sell |
-944
| Closed | -$51K | – | 191 |
|
|
2020
Q2 | $51K | Buy |
+944
| New | +$51K | 0.01% | 200 |
|