Lenox Wealth Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $215K | Buy |
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|
2021
Q4 | $233K | Buy |
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|
2021
Q3 | $233K | Buy |
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|
2021
Q2 | $200K | Sell |
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|
2021
Q1 | $214K | Sell |
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|
2020
Q4 | $528K | Buy |
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|
2020
Q3 | $380K | Buy |
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|
2020
Q2 | $340K | Sell |
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|
2020
Q1 | $335K | Sell |
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|
2019
Q4 | $344K | Buy |
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|
2019
Q3 | $345K | Sell |
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|
2019
Q2 | $343K | Sell |
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|
2019
Q1 | $352K | Sell |
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|
2018
Q4 | $357K | Sell |
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|
2018
Q3 | $430K | Buy |
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|
2018
Q2 | $426K | Sell |
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|
2018
Q1 | $458K | Sell |
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|
2017
Q4 | $634K | Buy |
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|
2017
Q3 | $590K | Sell |
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|
2017
Q2 | $597K | Sell |
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|
2017
Q1 | $734K | Sell |
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|
2016
Q4 | $738K | Buy |
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|
2016
Q3 | $762K | Buy |
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|
2016
Q2 | $759K | Sell |
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|
2016
Q1 | $750K | Sell |
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|
2015
Q4 | $735K | Buy |
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|
2015
Q3 | $740K | Buy |
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|
2015
Q2 | $531K | Sell |
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|
2015
Q1 | $1.2M | Sell |
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|
2014
Q4 | $1.24M | Sell |
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|
2014
Q3 | $1.42M | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $1.18M | Buy |
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|
2013
Q3 | $1.01M | Buy |
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|
2013
Q2 | $1.01M | Buy |
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