Truvestments Capital’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $13.6K | Hold |
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|
2024
Q4 | $13.4K | Hold |
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|
2024
Q3 | $14K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $13.6K | Hold |
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|
2023
Q4 | $13.8K | Hold |
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|
2023
Q3 | $13K | Sell |
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|
2023
Q2 | $30K | Hold |
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|
2023
Q1 | $30.5K | Sell |
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|
2022
Q4 | $123K | Sell |
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|
2022
Q3 | $125K | Sell |
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|
2022
Q2 | $135K | Sell |
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|
2022
Q1 | $209K | Buy |
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|
2021
Q4 | $226K | Sell |
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|
2021
Q3 | $230K | Sell |
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|
2021
Q2 | $359K | Sell |
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|
2021
Q1 | $395K | Buy |
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|
2020
Q4 | $409K | Sell |
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|
2020
Q3 | $412K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $54K | Buy |
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