Mutual Advisors’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 | – | Sell |
-2,190
| Closed | -$265K | – | 670 |
|
|
2020
Q2 | $265K | Sell |
2,190
-198
| -8% | -$24K | 0.03% | 528 |
|
|
2020
Q1 | $288K | Sell |
2,388
-1,180
| -33% | -$142K | 0.04% | 406 |
|
|
2019
Q4 | $412K | Buy |
3,568
+171
| +5% | +$19.7K | 0.04% | 392 |
|
|
2019
Q3 | $396K | Buy |
3,397
+960
| +39% | +$112K | 0.05% | 358 |
|
|
2019
Q2 | $281K | Buy |
+2,437
| New | +$281K | 0.04% | 455 |
|