Laurel Wealth Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-835
| Closed | -$81K | – | 67 |
|
|
2022
Q4 | $81K | Hold |
835
| – | – | 0.05% | 89 |
|
|
2022
Q3 | $80K | Sell |
835
-1,788
| -68% | -$171K | 0.06% | 83 |
|
|
2022
Q2 | $267K | Sell |
2,623
-475
| -15% | -$48.4K | 0.19% | 53 |
|
|
2022
Q1 | $332K | Hold |
3,098
| – | – | 0.22% | 55 |
|
|
2021
Q4 | $353K | Buy |
+3,098
| New | +$353K | 0.27% | 52 |
|