Atria Wealth Solutions’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-4,610
| Closed | -$498K | – | 1900 |
|
|
2024
Q1 | $498K | Buy |
4,610
+40
| +0.9% | +$4.32K | 0.01% | 1265 |
|
|
2023
Q4 | $496K | Sell |
4,570
-618
| -12% | -$67K | 0.01% | 1208 |
|
|
2023
Q3 | $549K | Buy |
5,188
+2,714
| +110% | +$287K | 0.01% | 1087 |
|
|
2023
Q2 | $265K | Sell |
2,474
-3,522
| -59% | -$377K | ﹤0.01% | 1512 |
|
|
2023
Q1 | $649K | Sell |
5,996
-193
| -3% | -$20.9K | 0.01% | 990 |
|
|
2022
Q4 | $659K | Sell |
6,189
-99
| -2% | -$10.5K | 0.01% | 946 |
|
|
2022
Q3 | $670K | Buy |
+6,288
| New | +$670K | 0.01% | 880 |
|
|
2022
Q2 | – | Sell |
-7,566
| Closed | -$850K | – | 1599 |
|
|
2022
Q1 | $850K | Buy |
+7,566
| New | +$850K | 0.01% | 797 |
|