Mountain Pacific Investment Advisers’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-1,794
| Closed | -$202K | – | 115 |
|
|
2019
Q4 | $202K | Hold |
1,794
| – | – | 0.02% | 122 |
|
|
2019
Q3 | $203K | Buy |
+1,794
| New | +$203K | 0.02% | 120 |
|
|
2018
Q4 | – | Sell |
-1,794
| Closed | -$189K | – | 110 |
|
|
2018
Q3 | $189K | Sell |
1,794
-200
| -10% | -$21.1K | 0.02% | 116 |
|
|
2018
Q2 | $212K | Hold |
1,994
| – | – | 0.02% | 112 |
|
|
2018
Q1 | $214K | Buy |
+1,994
| New | +$214K | 0.02% | 112 |
|