Atlas Private Wealth Management’s iShares Agency Bond ETF AGZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-104
| Closed | -$12K | – | 123 |
|
|
2021
Q1 | $12K | Sell |
104
-103
| -50% | -$11.9K | 0.01% | 295 |
|
|
2020
Q4 | $25K | Hold |
207
| – | – | 0.02% | 245 |
|
|
2020
Q3 | $25K | Hold |
207
| – | – | 0.02% | 232 |
|
|
2020
Q2 | $25K | Hold |
207
| – | – | 0.02% | 247 |
|
|
2020
Q1 | $25K | Hold |
207
| – | – | 0.02% | 228 |
|
|
2019
Q4 | $24K | Buy |
+207
| New | +$24K | 0.02% | 269 |
|