Clear Perspective 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
Q4 | $265K | Buy |
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|
2021
Q3 | $265K | Hold |
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|
2021
Q2 | $266K | Hold |
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|
2021
Q1 | $263K | Sell |
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|
2020
Q4 | $416K | Buy |
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|
2020
Q3 | $238 | Hold |
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|
2020
Q2 | $273K | Hold |
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|
2020
Q1 | $267K | Hold |
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|
2019
Q4 | $260K | Hold |
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|
2019
Q3 | $261K | Hold |
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|
2019
Q2 | $257K | Hold |
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|
2019
Q1 | $252K | Hold |
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|
2018
Q4 | $246K | Sell |
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|
2018
Q3 | $361K | Hold |
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|
2018
Q2 | $364K | Hold |
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|
2018
Q1 | $367K | Sell |
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|
2017
Q4 | $747K | Buy |
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|
2017
Q3 | $450K | Hold |
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|
2017
Q2 | $450K | Hold |
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|
2017
Q1 | $445K | Sell |
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|
2016
Q4 | $481K | Buy |
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