Dougherty Wealth Advisers’s iShares Core US Aggregate Bond ETF AGG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-13
| Closed | -$1K | – | 135 |
|
|
2021
Q1 | $1K | Buy |
+13
| New | +$1K | ﹤0.01% | 127 |
|
|
2020
Q1 | – | Sell |
-100
| Closed | -$11K | – | 160 |
|
|
2019
Q4 | $11K | Hold |
100
| – | – | 0.03% | 162 |
|
|
2019
Q3 | $11K | Buy |
+100
| New | +$11K | 0.04% | 164 |
|
|
2019
Q2 | – | Sell |
-100
| Closed | -$11K | – | 248 |
|
|
2019
Q1 | $11K | Hold |
100
| – | – | 0.04% | 172 |
|
|
2018
Q4 | $11K | Buy |
+100
| New | +$11K | 0.04% | 177 |
|