Clear Perspectives Financial Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-292
| Closed | -$28.3K | – | 198 |
|
|
2022
Q4 | $28.3K | Buy |
+292
| New | +$28.3K | 0.02% | 108 |
|
|
2022
Q1 | – | Sell |
-181
| Closed | -$21K | – | 213 |
|
|
2021
Q4 | $21K | Buy |
181
+128
| +242% | +$14.9K | 0.01% | 142 |
|
|
2021
Q3 | $6K | Hold |
53
| – | – | ﹤0.01% | 175 |
|
|
2021
Q2 | $6K | Buy |
53
+20
| +61% | +$2.26K | ﹤0.01% | 177 |
|
|
2021
Q1 | $4K | Hold |
33
| – | – | ﹤0.01% | 168 |
|
|
2020
Q4 | $4K | Buy |
+33
| New | +$4K | ﹤0.01% | 163 |
|