Burt Wealth Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
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|
2020
Q4 | $74K | Hold |
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|
2020
Q3 | $74K | Hold |
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|
2020
Q2 | $74K | Hold |
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|
2020
Q1 | $73K | Hold |
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|
2019
Q4 | $71K | Hold |
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|
2019
Q3 | $71K | Hold |
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|
2019
Q2 | $70K | Hold |
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|
2019
Q1 | $69K | Hold |
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|
2018
Q4 | $67K | Sell |
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|
2018
Q3 | $71K | Sell |
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|
2018
Q2 | $203K | Sell |
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|
2018
Q1 | $222K | Buy |
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|
2017
Q4 | $190K | Hold |
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|
2017
Q3 | $190K | Hold |
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|
2017
Q2 | $189K | Hold |
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|
2017
Q1 | $188K | Hold |
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|
2016
Q4 | $187K | Hold |
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|
2016
Q3 | $194K | Hold |
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|
2016
Q2 | $195K | Hold |
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|
2016
Q1 | $192K | Buy |
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|
2015
Q4 | $162K | Hold |
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|
2015
Q3 | $164K | Hold |
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|
2015
Q2 | $163K | Hold |
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|
2015
Q1 | $167K | Hold |
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|
2014
Q4 | $165K | Buy |
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