Alaska Wealth Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-424
| Closed | -$41.2K | – | 114 |
|
2024
Q2 | $41.2K | Sell |
424
-27
| -6% | -$2.62K | 0.01% | 91 |
|
2024
Q1 | $44.2K | Buy |
451
+27
| +6% | +$2.64K | 0.01% | 87 |
|
2023
Q4 | $42.1K | Buy |
+424
| New | +$42.1K | 0.01% | 89 |
|
2023
Q2 | – | Sell |
-1
| Closed | -$56 | – | 122 |
|
2023
Q1 | $56 | Buy |
+1
| New | +$56 | ﹤0.01% | 104 |
|