Lehman & Derafelo Financial Resources’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-82
| Closed | -$8K | – | 113 |
|
|
2022
Q3 | $8K | Hold |
82
| – | – | ﹤0.01% | 170 |
|
|
2022
Q2 | $8K | Buy |
+82
| New | +$8K | ﹤0.01% | 177 |
|
|
2021
Q4 | – | Sell |
-732
| Closed | -$84K | – | 113 |
|
|
2021
Q3 | $84K | Sell |
732
-1
| -0.1% | -$115 | 0.03% | 121 |
|
|
2021
Q2 | $85K | Buy |
733
+200
| +38% | +$23.2K | 0.02% | 139 |
|
|
2021
Q1 | $61K | Buy |
533
+150
| +39% | +$17.2K | 0.02% | 143 |
|
|
2020
Q4 | $45K | Buy |
383
+300
| +361% | +$35.2K | 0.01% | 149 |
|
|
2020
Q3 | $10K | Hold |
83
| – | – | ﹤0.01% | 190 |
|
|
2020
Q2 | $10K | Buy |
+83
| New | +$10K | ﹤0.01% | 178 |
|
|
2019
Q4 | – | Sell |
-13
| Closed | -$1K | – | 202 |
|
|
2019
Q3 | $1K | Buy |
+13
| New | +$1K | ﹤0.01% | 189 |
|