Greatmark Investment Partners’s iShares Core US Aggregate Bond ETF AGG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
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|
2019
Q1 | $655K | Hold |
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|
2018
Q4 | $639K | Hold |
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|
2018
Q3 | $634K | Sell |
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|
2018
Q2 | $646K | Buy |
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|
2018
Q1 | $644K | Buy |
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|
2017
Q4 | $646K | Sell |
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|
2017
Q3 | $683K | Hold |
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|
2017
Q2 | $682K | Sell |
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|
2017
Q1 | $708K | Sell |
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|
2016
Q4 | $765K | Sell |
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|
2016
Q3 | $810K | Hold |
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|
2016
Q2 | $811K | Sell |
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|
2016
Q1 | $818K | Hold |
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|
2015
Q4 | $797K | Hold |
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|
2015
Q3 | $809K | Hold |
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|
2015
Q2 | $803K | Buy |
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|
2015
Q1 | $672K | Sell |
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|
2014
Q4 | $925K | Sell |
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|
2014
Q3 | $1.09M | Sell |
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|
2014
Q2 | $1.43M | Buy |
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|
2014
Q1 | $1.41M | Buy |
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|
2013
Q4 | $1.39M | Sell |
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|
2013
Q3 | $1.41M | Buy |
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|
2013
Q2 | $1.41M | Buy |
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