Heritage Wealth Management (Arizona)’s iShares Agency Bond ETF AGZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $627K | Buy |
5,893
+2,885
| +96% | +$307K | 0.09% | 163 |
|
|
2022
Q3 | $320K | Sell |
3,008
-43
| -1% | -$4.57K | 0.1% | 140 |
|
|
2022
Q2 | $335K | Sell |
3,051
-185
| -6% | -$20.3K | 0.11% | 138 |
|
|
2022
Q1 | $363K | Buy |
+3,236
| New | +$363K | 0.1% | 164 |
|
|
2021
Q3 | $449K | Buy |
3,787
+84
| +2% | +$9.96K | 0.16% | 102 |
|
|
2021
Q2 | $438K | Sell |
3,703
-210
| -5% | -$24.8K | 0.17% | 100 |
|
|
2021
Q1 | $461K | Buy |
+3,913
| New | +$461K | 0.26% | 74 |
|