Financial Synergies Wealth Advisors’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-188
| Closed | -$8.83K | – | 175 |
|
|
2024
Q1 | $8.83K | Buy |
188
+80
| +74% | +$3.76K | ﹤0.01% | 257 |
|
|
2023
Q4 | $5.04K | Sell |
108
-45
| -29% | -$2.1K | ﹤0.01% | 217 |
|
|
2023
Q3 | $6.91K | Buy |
153
+12
| +9% | +$542 | ﹤0.01% | 253 |
|
|
2023
Q2 | $6.67K | Buy |
141
+17
| +14% | +$804 | ﹤0.01% | 249 |
|
|
2023
Q1 | $5.98K | Buy |
124
+16
| +15% | +$771 | ﹤0.01% | 256 |
|
|
2022
Q4 | $5.04K | Buy |
108
+13
| +14% | +$606 | ﹤0.01% | 217 |
|
|
2022
Q3 | $4.41K | Buy |
95
+12
| +14% | +$557 | ﹤0.01% | 192 |
|
|
2022
Q2 | $4.09K | Buy |
+83
| New | +$4.09K | ﹤0.01% | 198 |
|