EverSource Wealth Advisors’s iShares Agency Bond ETF AGZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-30
| Closed | -$3.21K | – | 2898 |
|
|
2023
Q4 | $3.21K | Buy |
30
+1
| +3% | +$107 | ﹤0.01% | 2032 |
|
|
2023
Q3 | $3.09K | Hold |
29
| – | – | ﹤0.01% | 1876 |
|
|
2023
Q2 | $3.1K | Buy |
+29
| New | +$3.1K | ﹤0.01% | 1908 |
|
|
2022
Q3 | – | Sell |
-590
| Closed | -$65K | – | 1960 |
|
|
2022
Q2 | $65K | Buy |
+590
| New | +$65K | 0.02% | 524 |
|