Alliance Wealth Advisors (Pennsylvania)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-60,894
| Closed | -$5.96M | – | 126 |
|
|
2023
Q2 | $5.96M | Sell |
60,894
-101,690
| -63% | -$9.96M | 4.24% | 4 |
|
|
2023
Q1 | $16.2M | Buy |
162,584
+53,635
| +49% | +$5.34M | 12.15% | 1 |
|
|
2022
Q4 | $10.6M | Buy |
108,949
+3,189
| +3% | +$309K | 8.8% | 2 |
|
|
2022
Q3 | $10.2M | Buy |
105,760
+942
| +0.9% | +$90.8K | 9.48% | 2 |
|
|
2022
Q2 | $10.7M | Buy |
+104,818
| New | +$10.7M | 9.21% | 2 |
|