Lenox Wealth Management’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q2 | $97K | Sell |
1,746
-72
| -4% | -$4K | 0.03% | 204 |
|
2020
Q1 | $99K | Sell |
1,818
-175
| -9% | -$9.53K | 0.03% | 192 |
|
2019
Q4 | $109K | Buy |
1,993
+1,668
| +513% | +$91.2K | 0.03% | 204 |
|
2019
Q3 | $18K | Buy |
325
+31
| +11% | +$1.72K | 0.01% | 377 |
|
2019
Q2 | $16K | Buy |
294
+128
| +77% | +$6.97K | ﹤0.01% | 372 |
|
2019
Q1 | $9K | Buy |
+166
| New | +$9K | ﹤0.01% | 454 |
|