CHJWM
Carlton Hofferkamp & Jenks Wealth Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2,385
| Closed | -$250K | – | 133 |
|
|
2022
Q1 | $250K | Hold |
2,385
| – | – | 0.1% | 127 |
|
|
2021
Q4 | $267K | Sell |
2,385
-550
| -19% | -$61.6K | 0.11% | 117 |
|
|
2021
Q3 | $338K | Sell |
2,935
-14
| -0.5% | -$1.61K | 0.14% | 111 |
|
|
2021
Q2 | $342K | Buy |
2,949
+648
| +28% | +$75.2K | 0.15% | 108 |
|
|
2021
Q1 | $263K | Buy |
2,301
+45
| +2% | +$5.14K | 0.12% | 113 |
|
|
2020
Q4 | $265K | Buy |
+2,256
| New | +$265K | 0.13% | 103 |
|