Bogart Wealth LLC’s iShares Agency Bond ETF AGZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.24K | Sell |
66
-67
| -50% | -$7.35K | ﹤0.01% | 851 |
|
|
2025
Q1 | $14.6K | Buy |
133
+67
| +102% | +$7.33K | ﹤0.01% | 656 |
|
|
2024
Q4 | $7.13K | Hold |
66
| – | – | ﹤0.01% | 800 |
|
|
2024
Q3 | $7.29K | Hold |
66
| – | – | ﹤0.01% | 758 |
|
|
2024
Q2 | $7.1K | Hold |
66
| – | – | ﹤0.01% | 717 |
|
|
2024
Q1 | $7.13K | Hold |
66
| – | – | ﹤0.01% | 698 |
|
|
2023
Q4 | $7.16K | Hold |
66
| – | – | ﹤0.01% | 679 |
|
|
2023
Q3 | $6.98K | Sell |
66
-35
| -35% | -$3.7K | ﹤0.01% | 660 |
|
|
2023
Q2 | $10.8K | Hold |
101
| – | – | ﹤0.01% | 563 |
|
|
2023
Q1 | $10.9K | Hold |
101
| – | – | ﹤0.01% | 571 |
|
|
2022
Q4 | $10.7K | Sell |
101
-12
| -11% | -$1.28K | ﹤0.01% | 527 |
|
|
2022
Q3 | $12K | Buy |
113
+66
| +140% | +$7.01K | ﹤0.01% | 506 |
|
|
2022
Q2 | $5K | Sell |
47
-57
| -55% | -$6.06K | ﹤0.01% | 624 |
|
|
2022
Q1 | $12K | Buy |
+104
| New | +$12K | ﹤0.01% | 460 |
|