IWS
Insight Wealth Strategies’s iShares Agency Bond ETF AGZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | 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% | +$295K | 0.49% | 27 |
|
|
2020
Q1 | $1.91M | Buy |
+15,875
| New | +$1.91M | 0.51% | 25 |
|
|
2019
Q3 | – | Sell |
-2,194
| Closed | -$253K | – | 186 |
|
|
2019
Q2 | $253K | Buy |
+2,194
| New | +$253K | 0.06% | 144 |
|