GWA
Guidant Wealth Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $154K | Buy |
1,364
+2
| +0.1% | +$226 | 0.06% | 117 |
|
|
2019
Q2 | $152K | Hold |
1,362
| – | – | 0.06% | 119 |
|
|
2019
Q1 | $149K | Buy |
1,362
+955
| +235% | +$104K | 0.06% | 121 |
|
|
2018
Q4 | $43K | Buy |
+407
| New | +$43K | 0.02% | 137 |
|
|
2017
Q3 | – | Sell |
-423
| Closed | -$46K | – | 193 |
|
|
2017
Q2 | $46K | Sell |
423
-1,255
| -75% | -$136K | 0.02% | 112 |
|
|
2017
Q1 | $182K | Sell |
1,678
-916
| -35% | -$99.4K | 0.1% | 70 |
|
|
2016
Q4 | $282K | Sell |
2,594
-13,471
| -84% | -$1.46M | 0.16% | 59 |
|
|
2016
Q3 | $1.8M | Buy |
+16,065
| New | +$1.8M | 1.11% | 30 |
|