Burt Wealth Advisors’s IQ Enhanced Core Plus Bond U.S. ETF AGGP 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 | $3.28M | Sell |
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2020
Q3 | $3.33M | Sell |
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|
2020
Q2 | $37.6M | Buy |
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|
2020
Q1 | $37.6M | Buy |
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|
2019
Q4 | $36.1M | Buy |
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|
2019
Q3 | $35.7M | Buy |
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|
2019
Q2 | $35M | Buy |
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|
2019
Q1 | $33.5M | Buy |
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|
2018
Q4 | $30.1M | Sell |
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|
2018
Q3 | $31.4M | Buy |
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|
2018
Q2 | $30.2M | Buy |
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|
2018
Q1 | $29.9M | Buy |
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|
2017
Q4 | $78K | Buy |
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