CWM
Collaborative Wealth Management’s AGNC Investment AGNC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $166K | Hold |
18,090
| – | – | 0.07% | 174 |
|
|
2025
Q1 | $173K | Hold |
18,090
| – | – | 0.08% | 166 |
|
|
2024
Q4 | $167K | Hold |
18,090
| – | – | 0.08% | 170 |
|
|
2024
Q3 | $189K | Hold |
18,090
| – | – | 0.09% | 170 |
|
|
2024
Q2 | $173K | Buy |
18,090
+5,300
| +41% | +$50.6K | 0.08% | 165 |
|
|
2024
Q1 | $127K | Buy |
12,790
+2,600
| +26% | +$25.7K | 0.06% | 169 |
|
|
2023
Q4 | $100K | Hold |
10,190
| – | – | 0.05% | 169 |
|
|
2023
Q3 | $96.2K | Hold |
10,190
| – | – | 0.06% | 162 |
|
|
2023
Q2 | $103K | Buy |
+10,190
| New | +$103K | 0.06% | 169 |
|