LWS Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-3,880
| Closed | -$442K | – | 57 |
|
|
2021
Q1 | $442K | Sell |
3,880
-4,252
| -52% | -$484K | 0.2% | 42 |
|
|
2020
Q4 | $961K | Sell |
8,132
-8,637
| -52% | -$1.02M | 0.43% | 33 |
|
|
2020
Q3 | $1.98M | Buy |
16,769
+1,650
| +11% | +$195K | 0.97% | 24 |
|
|
2020
Q2 | $1.79M | Buy |
+15,119
| New | +$1.79M | 0.94% | 24 |
|
|
2020
Q1 | – | Sell |
-923
| Closed | -$104K | – | 52 |
|
|
2019
Q4 | $104K | Buy |
+923
| New | +$104K | 0.05% | 64 |
|