WR Wealth Planners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-218
| Closed | -$9.75K | – | 1107 |
|
|
2024
Q3 | $9.75K | Hold |
218
| – | – | ﹤0.01% | 633 |
|
|
2024
Q2 | $9.37K | Hold |
218
| – | – | ﹤0.01% | 604 |
|
|
2024
Q1 | $9.46K | Buy |
+218
| New | +$9.46K | ﹤0.01% | 610 |
|
|
2023
Q4 | – | Sell |
-218
| Closed | -$9.05K | – | 205 |
|
|
2023
Q3 | $9.05K | Hold |
218
| – | – | ﹤0.01% | 592 |
|
|
2023
Q2 | $9.39K | Hold |
218
| – | – | ﹤0.01% | 591 |
|
|
2023
Q1 | $9.52K | Buy |
+218
| New | +$9.52K | ﹤0.01% | 568 |
|