Atwood & Palmer’s iShares Core US Aggregate Bond ETF AGG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-44
| Closed | -$4.27K | – | 473 |
|
|
2024
Q2 | $4.27K | Buy |
+44
| New | +$4.27K | ﹤0.01% | 372 |
|
|
2017
Q3 | – | Sell |
-969
| Closed | -$106K | – | 298 |
|
|
2017
Q2 | $106K | Hold |
969
| – | – | 0.02% | 150 |
|
|
2017
Q1 | $105K | Buy |
969
+688
| +245% | +$74.6K | 0.02% | 146 |
|
|
2016
Q4 | $30K | Hold |
281
| – | – | 0.01% | 197 |
|
|
2016
Q3 | $32K | Hold |
281
| – | – | 0.01% | 193 |
|
|
2016
Q2 | $32K | Sell |
281
-300
| -52% | -$34.2K | 0.01% | 197 |
|
|
2016
Q1 | $64K | Buy |
+581
| New | +$64K | 0.01% | 165 |
|