HC Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $3K | Hold |
27
| – | – | ﹤0.01% | 299 |
|
|
2022
Q1 | $3K | Hold |
27
| – | – | ﹤0.01% | 283 |
|
|
2021
Q4 | $3K | Hold |
27
| – | – | ﹤0.01% | 294 |
|
|
2021
Q3 | $3K | Buy |
27
+1
| +4% | +$111 | ﹤0.01% | 286 |
|
|
2021
Q2 | $3K | Sell |
26
-1,023
| -98% | -$118K | ﹤0.01% | 300 |
|
|
2021
Q1 | $119K | Buy |
1,049
+14
| +1% | +$1.59K | 0.07% | 93 |
|
|
2020
Q4 | $122K | Buy |
1,035
+1,023
| +8,525% | +$121K | 0.08% | 95 |
|
|
2020
Q3 | $1K | Hold |
12
| – | – | ﹤0.01% | 353 |
|
|
2020
Q2 | $1K | Buy |
12
+2
| +20% | +$167 | ﹤0.01% | 330 |
|
|
2020
Q1 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 366 |
|