LA
Legacy Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-133
| Closed | -$15K | – | 120 |
|
|
2019
Q2 | $15K | Hold |
133
| – | – | 0.01% | 277 |
|
|
2019
Q1 | $15K | Buy |
+133
| New | +$15K | ﹤0.01% | 300 |
|
|
2018
Q4 | – | Sell |
-133
| Closed | -$14K | – | 121 |
|
|
2018
Q3 | $14K | Hold |
133
| – | – | 0.01% | 319 |
|
|
2018
Q2 | $14K | Hold |
133
| – | – | 0.01% | 277 |
|
|
2018
Q1 | $14K | Sell |
133
-80
| -38% | -$8.42K | 0.01% | 231 |
|
|
2017
Q4 | $23K | Buy |
213
+80
| +60% | +$8.64K | 0.02% | 175 |
|
|
2017
Q3 | $14K | Hold |
133
| – | – | 0.02% | 183 |
|
|
2017
Q2 | $14K | Hold |
133
| – | – | 0.02% | 148 |
|
|
2017
Q1 | $14K | Hold |
133
| – | – | 0.02% | 138 |
|
|
2016
Q4 | $14K | Buy |
+133
| New | +$14K | 0.02% | 156 |
|