BPWA
Beacon Pointe Wealth Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $984K | Sell |
8,746
-1,172
| -12% | -$132K | 0.18% | 106 |
|
|
2019
Q3 | $1.12M | Buy |
9,918
+5,883
| +146% | +$665K | 0.24% | 92 |
|
|
2019
Q2 | $448K | Buy |
4,035
+249
| +7% | +$27.6K | 0.09% | 170 |
|
|
2019
Q1 | $413K | Buy |
3,786
+346
| +10% | +$37.7K | 0.09% | 170 |
|
|
2018
Q4 | $368K | Buy |
+3,440
| New | +$368K | 0.13% | 150 |
|