AWA
Amplius Wealth Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-86,990
| Closed | -$8.38M | – | 165 |
|
|
2022
Q3 | $8.38M | Sell |
86,990
-32,662
| -27% | -$3.15M | 1.5% | 21 |
|
|
2022
Q2 | $12.2M | Buy |
+119,652
| New | +$12.2M | 1.97% | 17 |
|
|
2022
Q1 | – | Sell |
-2,063
| Closed | -$235K | – | 193 |
|
|
2021
Q4 | $235K | Buy |
+2,063
| New | +$235K | 0.03% | 170 |
|