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Western Pacific Wealth Management’s WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund AGZD Stock Holding History

Western Pacific Wealth Management’s Portfolio AGZD Stock Details AGZD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-1,300
Closed -$29K – 289
2022
Q3 		$29K Hold
1,300
– – 0.03% 142
2022
Q2 		$29K Hold
1,300
– – 0.03% 108
2022
Q1 		$30K Buy
+1,300
New +$30K 0.02% 122