HGWM
Harvest Group Wealth Management’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $441K | Sell |
9,186
-2,801
| -23% | -$135K | 0.27% | 39 |
|
|
2022
Q4 | $560K | Buy |
11,987
+114
| +1% | +$5.33K | 0.37% | 39 |
|
|
2022
Q3 | $537K | Sell |
11,873
-217
| -2% | -$9.82K | 0.36% | 41 |
|
|
2022
Q2 | $606K | Sell |
12,090
-114
| -0.9% | -$5.71K | 0.37% | 40 |
|
|
2022
Q1 | $630K | Sell |
12,204
-15,469
| -56% | -$799K | 0.36% | 38 |
|
|
2021
Q4 | $1.53M | Buy |
27,673
+14,999
| +118% | +$828K | 0.86% | 27 |
|
|
2021
Q3 | $699K | Buy |
12,674
+3,465
| +38% | +$191K | 0.41% | 28 |
|
|
2021
Q2 | $509K | Buy |
9,209
+4,004
| +77% | +$221K | 0.3% | 26 |
|
|
2021
Q1 | $286K | Buy |
5,205
+2,680
| +106% | +$147K | 0.18% | 27 |
|
|
2020
Q4 | $143K | Buy |
2,525
+23
| +0.9% | +$1.3K | 0.09% | 52 |
|
|
2020
Q3 | $141K | Buy |
2,502
+2,249
| +889% | +$127K | 0.1% | 51 |
|
|
2020
Q2 | $14K | Sell |
253
-5,633
| -96% | -$312K | 0.01% | 185 |
|
|
2020
Q1 | $326K | Buy |
+5,886
| New | +$326K | 0.33% | 24 |
|