MAWCM
Mine & Arao Wealth Creation & Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-127
| Closed | -$12.4K | – | 86 |
|
|
2024
Q1 | $12.4K | Hold |
127
| – | – | 0.01% | 202 |
|
|
2023
Q4 | $12.6K | Hold |
127
| – | – | 0.01% | 199 |
|
|
2023
Q3 | $11.9K | Buy |
127
+1
| +0.8% | +$94 | 0.01% | 198 |
|
|
2023
Q2 | $12.4K | Hold |
126
| – | – | 0.01% | 205 |
|
|
2023
Q1 | $12.6K | Buy |
126
+106
| +530% | +$10.6K | 0.01% | 207 |
|
|
2022
Q4 | $1.96K | Sell |
20
-45
| -69% | -$4.41K | ﹤0.01% | 295 |
|
|
2022
Q3 | $6K | Sell |
65
-3,684
| -98% | -$340K | ﹤0.01% | 252 |
|
|
2022
Q2 | $381K | Buy |
3,749
+7
| +0.2% | +$711 | 0.27% | 50 |
|
|
2022
Q1 | $401K | Hold |
3,742
| – | – | 0.24% | 51 |
|
|
2021
Q4 | $427K | Hold |
3,742
| – | – | 0.24% | 50 |
|
|
2021
Q3 | $430K | Hold |
3,742
| – | – | 0.26% | 46 |
|
|
2021
Q2 | $432K | Buy |
3,742
+51
| +1% | +$5.89K | 0.26% | 47 |
|
|
2021
Q1 | $420K | Buy |
3,691
+2,829
| +328% | +$322K | 0.28% | 47 |
|
|
2020
Q4 | $102K | Buy |
862
+843
| +4,437% | +$99.8K | 0.07% | 94 |
|
|
2020
Q3 | $2K | Buy |
+19
| New | +$2K | ﹤0.01% | 249 |
|