Evolution Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-4,533
| Closed | -$450K | – | 136 |
|
|
2023
Q4 | $450K | Buy |
+4,533
| New | +$450K | 0.09% | 84 |
|
|
2022
Q2 | – | Sell |
-2,040
| Closed | -$219K | – | 119 |
|
|
2022
Q1 | $219K | Hold |
2,040
| – | – | 0.05% | 108 |
|
|
2021
Q4 | $233 | Hold |
2,040
| – | – | 0.04% | 116 |
|
|
2021
Q3 | $234K | Hold |
2,040
| – | – | 0.05% | 99 |
|
|
2021
Q2 | $235K | Hold |
2,040
| – | – | 0.05% | 103 |
|
|
2021
Q1 | $232K | Buy |
+2,040
| New | +$232K | 0.05% | 98 |
|