WFG Advisors’s WisdomTree Trust WisdomTree Negative Duration U.S. Aggregate Bond Fund AGND Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-183
| Closed | -$8K | – | 1701 |
|
|
2015
Q3 | $8K | Hold |
183
| – | – | ﹤0.01% | 1162 |
|
|
2015
Q2 | $8K | Hold |
183
| – | – | ﹤0.01% | 1255 |
|
|
2015
Q1 | $8K | Sell |
183
-40
| -18% | -$1.75K | ﹤0.01% | 1269 |
|
|
2014
Q4 | $10K | Buy |
223
+148
| +197% | +$6.64K | ﹤0.01% | 1464 |
|
|
2014
Q3 | $4K | Buy |
+75
| New | +$4K | ﹤0.01% | 1727 |
|