LPWM
Lake Point Wealth Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $157K | Sell |
1,548
-3,440
| -69% | -$349K | 0.09% | 37 |
|
|
2022
Q1 | $534K | Sell |
4,988
-5,552
| -53% | -$594K | 0.25% | 15 |
|
|
2021
Q4 | $1.2M | Buy |
10,540
+325
| +3% | +$37.1K | 0.53% | 12 |
|
|
2021
Q3 | $1.17M | Sell |
10,215
-106
| -1% | -$12.2K | 0.54% | 9 |
|
|
2021
Q2 | $1.19M | Buy |
+10,321
| New | +$1.19M | 0.55% | 9 |
|
|
2020
Q1 | $11.1M | Buy |
96,172
+5,857
| +6% | +$676K | 9.76% | 4 |
|
|
2019
Q4 | $10.1M | Buy |
+90,315
| New | +$10.1M | 3.37% | 12 |
|
|
2019
Q2 | $8.99M | Hold |
80,723
| – | – | 3.12% | 12 |
|
|
2019
Q1 | $8.99M | Buy |
80,723
+59,629
| +283% | +$6.64M | 3.12% | 12 |
|
|
2018
Q4 | $2.25M | Buy |
+21,094
| New | +$2.25M | 0.84% | 29 |
|