Artemis Wealth Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
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|
2023
Q3 | $162K | Buy |
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|
2023
Q2 | $172 | Hold |
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|
2023
Q1 | $173 | Hold |
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|
2022
Q4 | $168 | Sell |
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|
2022
Q3 | $72.1K | Buy |
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|
2022
Q2 | $75.7K | Buy |
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|
2022
Q1 | $79.3K | Buy |
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|
2021
Q4 | $84.2K | Buy |
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|
2021
Q3 | $84.3K | Buy |
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|
2021
Q2 | $84.3K | Buy |
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|
2021
Q1 | $82.9K | Buy |
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|
2020
Q4 | $85.8K | Buy |
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|
2020
Q3 | $85.1K | Buy |
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|
2020
Q2 | $85.1K | Hold |
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|
2020
Q1 | $83.1K | Hold |
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|
2019
Q4 | $80.9K | Hold |
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|
2019
Q3 | $81.5K | Hold |
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|
2019
Q2 | $80.2K | Hold |
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|
2019
Q1 | $78.5K | Hold |
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|
2018
Q4 | $76.7K | Hold |
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|
2018
Q3 | $76K | Hold |
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|
2018
Q2 | $76.5K | Sell |
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|
2018
Q1 | $349K | Sell |
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|
2017
Q4 | $483K | Hold |
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|
2017
Q3 | $484K | Buy |
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|
2017
Q2 | $405K | Sell |
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|
2017
Q1 | $651K | Buy |
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