Berman Capital Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $9K | Hold |
82
| – | – | ﹤0.01% | 1210 |
|
|
2021
Q2 | $9K | Hold |
82
| – | – | ﹤0.01% | 1150 |
|
|
2021
Q1 | $9K | Hold |
82
| – | – | ﹤0.01% | 1046 |
|
|
2020
Q4 | $9K | Buy |
82
+81
| +8,100% | +$8.89K | ﹤0.01% | 942 |
|
|
2020
Q3 | $0 | Sell |
1
-2
| -67% | – | ﹤0.01% | 1578 |
|
|
2020
Q2 | $0 | Sell |
3
-317
| -99% | – | ﹤0.01% | 1588 |
|
|
2020
Q1 | $36K | Sell |
320
-354
| -53% | -$39.8K | 0.01% | 357 |
|
|
2019
Q4 | $75K | Buy |
+674
| New | +$75K | 0.02% | 259 |
|