Level Financial Advisors’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-32
| Closed | -$1.53K | – | 129 |
|
|
2023
Q4 | $1.53K | Buy |
32
+14
| +78% | +$669 | ﹤0.01% | 250 |
|
|
2023
Q3 | $815 | Hold |
18
| – | – | ﹤0.01% | 266 |
|
|
2023
Q2 | $849 | Buy |
18
+1
| +6% | +$47 | ﹤0.01% | 260 |
|
|
2023
Q1 | $817 | Hold |
17
| – | – | ﹤0.01% | 227 |
|
|
2022
Q4 | $1K | Hold |
17
| – | – | ﹤0.01% | 248 |
|
|
2022
Q3 | $1K | Hold |
17
| – | – | ﹤0.01% | 228 |
|
|
2022
Q2 | $1K | Hold |
17
| – | – | ﹤0.01% | 266 |
|
|
2022
Q1 | $1K | Hold |
17
| – | – | ﹤0.01% | 221 |
|
|
2021
Q4 | $1K | Buy |
+17
| New | +$1K | ﹤0.01% | 248 |
|