LifePlan Financial Group’s iShares Agency Bond ETF AGZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $239K | Buy |
1,975
+239
| +14% | +$28.9K | 0.1% | 116 |
|
|
2020
Q2 | $210K | Buy |
1,736
+364
| +27% | +$44K | 0.1% | 119 |
|
|
2020
Q1 | $165K | Sell |
1,372
-64
| -4% | -$7.7K | 0.09% | 128 |
|
|
2019
Q4 | $166K | Buy |
1,436
+495
| +53% | +$57.2K | 0.07% | 145 |
|
|
2019
Q3 | $110K | Buy |
941
+90
| +11% | +$10.5K | 0.05% | 170 |
|
|
2019
Q2 | $98K | Buy |
851
+326
| +62% | +$37.5K | 0.05% | 182 |
|
|
2019
Q1 | $60K | Buy |
525
+55
| +12% | +$6.29K | 0.03% | 224 |
|
|
2018
Q4 | $53K | Hold |
470
| – | – | 0.03% | 222 |
|
|
2018
Q3 | $52K | Buy |
+470
| New | +$52K | 0.03% | 243 |
|