WealthShield Partners’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
Q4 | – | Sell |
-300
| Closed | -$12.5K | – | 476 |
|
|
2023
Q3 | $12.5K | Hold |
300
| – | – | ﹤0.01% | 436 |
|
|
2023
Q2 | $12.9K | Buy |
+300
| New | +$12.9K | ﹤0.01% | 438 |
|
|
2019
Q2 | – | Sell |
-49
| Closed | -$2K | – | 225 |
|
|
2019
Q1 | $2K | Hold |
49
| – | – | ﹤0.01% | 255 |
|
|
2018
Q4 | $2K | Hold |
49
| – | – | ﹤0.01% | 229 |
|
|
2018
Q3 | $2K | Hold |
49
| – | – | ﹤0.01% | 240 |
|
|
2018
Q2 | $2K | Hold |
49
| – | – | ﹤0.01% | 228 |
|
|
2018
Q1 | $2K | Buy |
+49
| New | +$2K | ﹤0.01% | 218 |
|