DWMS
Dominguez Wealth Management Solutions’s iShares Core US Aggregate Bond ETF AGG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-2,681
| Closed | -$252K | – | 57 |
|
|
2023
Q3 | $252K | Sell |
2,681
-96
| -3% | -$9.03K | 0.23% | 53 |
|
|
2023
Q2 | $272K | Buy |
2,777
+396
| +17% | +$38.8K | 0.24% | 50 |
|
|
2023
Q1 | $237K | Buy |
2,381
+4
| +0.2% | +$399 | 0.22% | 51 |
|
|
2022
Q4 | $231K | Buy |
+2,377
| New | +$231K | 0.23% | 52 |
|