AFWM
AMJ Financial Wealth Management’s iShares Agency Bond ETF AGZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,929
| Closed | -$212K | – | 49 |
|
|
2022
Q2 | $212K | Hold |
1,929
| – | – | 0.18% | 51 |
|
|
2022
Q1 | $217K | Hold |
1,929
| – | – | 0.09% | 79 |
|
|
2021
Q4 | $226K | Sell |
1,929
-16
| -0.8% | -$1.88K | 0.08% | 89 |
|
|
2021
Q3 | $230K | Hold |
1,945
| – | – | 0.09% | 86 |
|
|
2021
Q2 | $230K | Sell |
1,945
-864
| -31% | -$102K | 0.1% | 87 |
|
|
2021
Q1 | $331K | Sell |
2,809
-8,438
| -75% | -$994K | 0.16% | 67 |
|
|
2020
Q4 | $1.35M | Sell |
11,247
-42,346
| -79% | -$5.06M | 0.69% | 39 |
|
|
2020
Q3 | $6.49M | Buy |
53,593
+3,845
| +8% | +$466K | 3.82% | 4 |
|
|
2020
Q2 | $6.02M | Sell |
49,748
-17,483
| -26% | -$2.12M | 4.1% | 3 |
|
|
2020
Q1 | $8.11M | Buy |
67,231
+2,436
| +4% | +$294K | 14.07% | 2 |
|
|
2019
Q4 | $7.49M | Buy |
+64,795
| New | +$7.49M | 5.26% | 1 |
|