Fingerlakes Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-4,529
| Closed | -$212K | – | 89 |
|
|
2022
Q4 | $212K | Sell |
4,529
-619
| -12% | -$28.9K | 0.29% | 83 |
|
|
2022
Q3 | $239K | Sell |
5,148
-99
| -2% | -$4.6K | 0.35% | 73 |
|
|
2022
Q2 | $257K | Sell |
5,247
-181
| -3% | -$8.87K | 0.35% | 77 |
|
|
2022
Q1 | $280K | Sell |
5,428
-23
| -0.4% | -$1.19K | 0.33% | 78 |
|
|
2021
Q4 | $299K | Buy |
+5,451
| New | +$299K | 0.34% | 78 |
|