Wade Financial Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
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|
2022
Q4 | $2.87M | Sell |
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|
2022
Q3 | $2.84M | Buy |
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|
2022
Q2 | $2.79M | Buy |
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|
2022
Q1 | $2.62M | Buy |
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|
2021
Q4 | $2.3M | Buy |
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|
2021
Q3 | $2.18M | Sell |
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|
2021
Q2 | $2.35M | Buy |
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|
2021
Q1 | $2.02M | Buy |
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|
2020
Q4 | $2.09M | Sell |
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|
2020
Q3 | $2.94M | Buy |
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|
2020
Q2 | $2.58M | Buy |
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|
2020
Q1 | $1.75M | Sell |
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|
2019
Q4 | $1.84M | Buy |
|