CPC
Consolidated Planning Corp’s iShares Core US Aggregate Bond ETF AGG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,265
| Closed | -$225K | – | 183 |
|
|
2023
Q4 | $225K | Buy |
+2,265
| New | +$225K | 0.04% | 155 |
|
|
2022
Q4 | – | Sell |
-3,781
| Closed | -$364K | – | 119 |
|
|
2022
Q3 | $364K | Buy |
3,781
+1,392
| +58% | +$134K | 0.11% | 83 |
|
|
2022
Q2 | $243K | Buy |
2,389
+60
| +3% | +$6.1K | 0.08% | 104 |
|
|
2022
Q1 | $249K | Buy |
2,329
+86
| +4% | +$9.2K | 0.17% | 47 |
|
|
2021
Q4 | $256K | Buy |
2,243
+160
| +8% | +$18.3K | 0.17% | 52 |
|
|
2021
Q3 | $239K | Hold |
2,083
| – | – | 0.16% | 52 |
|
|
2021
Q2 | $240K | Buy |
+2,083
| New | +$240K | 0.18% | 47 |
|