GHP Investment 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
Q4 | – | Sell |
-24
| Closed | -$2.43K | – | 976 |
|
|
2024
Q3 | $2.43K | Sell |
24
-1
| -4% | -$101 | ﹤0.01% | 876 |
|
|
2024
Q2 | $2.43K | Hold |
25
| – | – | ﹤0.01% | 841 |
|
|
2024
Q1 | $2.45K | Sell |
25
-103
| -80% | -$10.1K | ﹤0.01% | 748 |
|
|
2023
Q4 | $12.7K | Buy |
+128
| New | +$12.7K | ﹤0.01% | 627 |
|
|
2022
Q4 | – | Sell |
-1,019
| Closed | -$98K | – | 930 |
|
|
2022
Q3 | $98K | Sell |
1,019
-35
| -3% | -$3.37K | 0.01% | 426 |
|
|
2022
Q2 | $107K | Buy |
+1,054
| New | +$107K | 0.01% | 411 |
|