Carolina Wealth Advisors’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
2024
Q1
Sell
-9
Closed -$893 222
2023
Q4
$893 Hold
9
﹤0.01% 224
2023
Q3
$846 Sell
9
-39
-81% -$3.67K ﹤0.01% 239
2023
Q2
$4.7K Buy
+48
New +$4.7K ﹤0.01% 187