Carroll Financial Associates’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 | $39K | Sell |
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|
2020
Q3 | $70K | Sell |
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|
2020
Q2 | $76K | Hold |
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|
2020
Q1 | $76K | Hold |
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|
2019
Q4 | $75K | Buy |
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|
2019
Q3 | $63K | Sell |
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|
2019
Q2 | $90K | Hold |
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|
2019
Q1 | $88K | Sell |
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|
2018
Q4 | $96K | Sell |
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|
2018
Q3 | $1.95M | Sell |
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|
2018
Q2 | $2.23M | Sell |
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|
2018
Q1 | $2.83M | Buy |
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|
2017
Q4 | $2.83M | Buy |
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|
2017
Q3 | $2.48M | Buy |
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|
2017
Q2 | $1.8M | Buy |
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|
2017
Q1 | $1.22M | Buy |
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