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Insight Wealth Strategies’s iShares Agency Bond ETF AGZ Stock Holding History

Insight Wealth Strategies’s Portfolio AGZ Stock Details AGZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-18,313
Closed -$2.22M – 200
2020
Q2 		$2.22M Buy
18,313
+2,438
+15% +$294K 0.49% 27
2020
Q1 		$1.91M Buy
+15,875
New +$1.87M 0.51% 25
2019
Q3 		– Sell
-2,194
Closed -$253K – 186
2019
Q2 		$253K Buy
+2,194
New +$250K 0.06% 144

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