Kings Point Capital Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-600
| Closed | -$69K | – | 565 |
|
|
2021
Q2 | $69K | Hold |
600
| – | – | 0.01% | 309 |
|
|
2021
Q1 | $68K | Sell |
600
-183
| -23% | -$20.7K | 0.01% | 296 |
|
|
2020
Q4 | $93K | Buy |
783
+583
| +292% | +$69.2K | 0.01% | 255 |
|
|
2020
Q3 | $24K | Buy |
+200
| New | +$24K | ﹤0.01% | 390 |
|
|
2020
Q1 | – | Sell |
-129
| Closed | -$14K | – | 438 |
|
|
2019
Q4 | $14K | Sell |
129
-118
| -48% | -$12.8K | ﹤0.01% | 446 |
|
|
2019
Q3 | $28K | Sell |
247
-278
| -53% | -$31.5K | ﹤0.01% | 349 |
|
|
2019
Q2 | $58K | Buy |
+525
| New | +$58K | 0.01% | 239 |
|