Beacon Capital Management Inc (Ohio)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-588
| Closed | -$58.6K | – | 64 |
|
|
2023
Q1 | $58.6K | Buy |
+588
| New | +$58.6K | ﹤0.01% | 32 |
|
|
2019
Q3 | – | Sell |
-92
| Closed | -$10K | – | 58 |
|
|
2019
Q2 | $10K | Buy |
+92
| New | +$10K | ﹤0.01% | 50 |
|
|
2018
Q1 | – | Sell |
-10
| Closed | -$1K | – | 77 |
|
|
2017
Q4 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 58 |
|
|
2016
Q1 | – | Sell |
-20
| Closed | -$2K | – | 189 |
|
|
2015
Q4 | $2K | Buy |
+20
| New | +$2K | ﹤0.01% | 199 |
|