Lee Capital Holdings’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
Q1
Sell
-11,634
Closed -$1.38M 91
2020
Q4
$1.38M Buy
11,634
+6,896
+146% +$815K 0.81% 40
2020
Q3
$559K Buy
+4,738
New +$559K 0.33% 53