DWA
Divergent Wealth Advisors’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | $1.02M | Hold |
20,890
| – | – | 0.19% | 14 |
|
2024
Q2 | $974K | Sell |
20,890
-1
| -0% | -$47 | 0.19% | 14 |
|
2024
Q1 | $983K | Hold |
20,891
| – | – | 0.2% | 13 |
|
2023
Q4 | $997K | Buy |
20,891
+1
| +0% | +$48 | 0.21% | 14 |
|
2023
Q3 | $946K | Sell |
20,890
-32,672
| -61% | -$1.48M | 0.22% | 14 |
|
2023
Q2 | $2.53M | Sell |
53,562
-24,647
| -32% | -$1.16M | 0.56% | 14 |
|
2023
Q1 | $3.76M | Sell |
78,209
-89,627
| -53% | -$4.31M | 0.88% | 13 |
|
2022
Q4 | $7.84M | Buy |
+167,836
| New | +$7.84M | 1.97% | 12 |
|