DA
Doliver Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | – | Sell |
-15,924
| Closed | -$1.83M | – | 154 |
|
2021
Q3 | $1.83M | Buy |
+15,924
| New | +$1.83M | 0.61% | 24 |
|
2020
Q4 | – | Sell |
-7,179
| Closed | -$848K | – | 133 |
|
2020
Q3 | $848K | Sell |
7,179
-5,946
| -45% | -$702K | 0.43% | 47 |
|
2020
Q2 | $1.55M | Buy |
13,125
+391
| +3% | +$46.2K | 0.69% | 27 |
|
2020
Q1 | $1.49M | Buy |
+12,734
| New | +$1.49M | 0.74% | 27 |
|
2019
Q1 | – | Sell |
-4,514
| Closed | -$481K | – | 133 |
|
2018
Q4 | $481K | Buy |
+4,514
| New | +$481K | 0.24% | 59 |
|