FVWA
Foster Victor Wealth Advisors’s AGNC Investment AGNC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-39,701
| Closed | -$382K | – | 196 |
|
|
2024
Q4 | $382K | Hold |
39,701
| – | – | 0.03% | 142 |
|
|
2024
Q3 | $409K | Sell |
39,701
-4,913
| -11% | -$50.6K | 0.03% | 141 |
|
|
2024
Q2 | $469K | Buy |
44,614
+7,605
| +21% | +$79.9K | 0.04% | 132 |
|
|
2024
Q1 | $348K | Buy |
37,009
+1,723
| +5% | +$16.2K | 0.03% | 132 |
|
|
2023
Q4 | $351K | Buy |
35,286
+1,379
| +4% | +$13.7K | 0.04% | 124 |
|
|
2023
Q3 | $303K | Buy |
33,907
+1,149
| +4% | +$10.3K | 0.04% | 122 |
|
|
2023
Q2 | $321K | Buy |
32,758
+1,134
| +4% | +$11.1K | 0.04% | 122 |
|
|
2023
Q1 | $321K | Buy |
31,624
+980
| +3% | +$9.95K | 0.04% | 125 |
|
|
2022
Q4 | $332K | Buy |
30,644
+1,161
| +4% | +$12.6K | 0.04% | 115 |
|
|
2022
Q3 | $242K | Buy |
29,483
+763
| +3% | +$6.26K | 0.04% | 128 |
|
|
2022
Q2 | $326K | Buy |
28,720
+2,123
| +8% | +$24.1K | 0.05% | 110 |
|
|
2022
Q1 | $335K | Buy |
26,597
+725
| +3% | +$9.13K | 0.05% | 107 |
|
|
2021
Q4 | $403K | Buy |
25,872
+756
| +3% | +$11.8K | 0.05% | 107 |
|
|
2021
Q3 | $396K | Sell |
25,116
-376
| -1% | -$5.93K | 0.06% | 106 |
|
|
2021
Q2 | $431K | Buy |
25,492
+2,125
| +9% | +$35.9K | 0.07% | 105 |
|
|
2021
Q1 | $402K | Buy |
23,367
+1,862
| +9% | +$32K | 0.07% | 105 |
|
|
2020
Q4 | $335K | Buy |
21,505
+3,310
| +18% | +$51.6K | 0.08% | 106 |
|
|
2020
Q3 | $253K | Buy |
18,195
+7,599
| +72% | +$106K | 0.07% | 116 |
|
|
2020
Q2 | $137K | Buy |
+10,596
| New | +$137K | 0.05% | 120 |
|