AWM
Ameliora Wealth Management’s iShares Agency Bond ETF AGZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-255
| Closed | -$27.6K | – | 184 |
|
|
2024
Q1 | $27.6K | Hold |
255
| – | – | 0.01% | 152 |
|
|
2023
Q4 | $27.7K | Hold |
255
| – | – | 0.01% | 135 |
|
|
2023
Q3 | $27K | Hold |
255
| – | – | 0.02% | 150 |
|
|
2023
Q2 | $27.3K | Hold |
255
| – | – | 0.02% | 143 |
|
|
2023
Q1 | $27.6K | Hold |
255
| – | – | 0.02% | 159 |
|
|
2022
Q4 | $27.1K | Buy |
+255
| New | +$27.1K | 0.01% | 174 |
|