BWCS
Beirne Wealth Consulting Services’s iShares Agency Bond ETF AGZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,070
| Closed | -$229K | – | 99 |
|
|
2024
Q3 | $229K | Hold |
2,070
| – | – | 0.08% | 90 |
|
|
2024
Q2 | $223K | Hold |
2,070
| – | – | 0.09% | 90 |
|
|
2024
Q1 | $224K | Hold |
2,070
| – | – | 0.09% | 86 |
|
|
2023
Q4 | $224K | Hold |
2,070
| – | – | 0.11% | 131 |
|
|
2023
Q3 | $221K | Hold |
2,070
| – | – | 0.18% | 82 |
|
|
2023
Q2 | $221K | Sell |
2,070
-2,500
| -55% | -$267K | 0.18% | 82 |
|
|
2023
Q1 | $495K | Hold |
4,570
| – | – | 0.35% | 57 |
|
|
2022
Q4 | $486K | Hold |
4,570
| – | – | 0.24% | 56 |
|
|
2022
Q3 | $487K | Buy |
+4,570
| New | +$487K | 0.19% | 61 |
|