Buffington Mohr McNeal’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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-1,275
| Closed | -$142K | – | 98 |
|
|
2015
Q1 | $142K | Buy |
1,275
+43
| +3% | +$4.79K | 0.08% | 79 |
|
|
2014
Q4 | $136K | Buy |
1,232
+45
| +4% | +$4.97K | 0.08% | 71 |
|
|
2014
Q3 | $130K | Hold |
1,187
| – | – | 0.07% | 66 |
|
|
2014
Q2 | $130K | Hold |
1,187
| – | – | 0.07% | 70 |
|
|
2014
Q1 | $128K | Hold |
1,187
| – | – | 0.08% | 69 |
|
|
2013
Q4 | $126K | Hold |
1,187
| – | – | 0.08% | 69 |
|
|
2013
Q3 | $127K | Buy |
+1,187
| New | +$127K | 0.08% | 72 |
|