My Legacy 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-5,692
| Closed | -$560K | – | 200 |
|
|
2023
Q2 | $560K | Buy |
5,692
+1,523
| +37% | +$150K | 0.22% | 139 |
|
|
2023
Q1 | $416K | Buy |
4,169
+352
| +9% | +$35.1K | 0.18% | 157 |
|
|
2022
Q4 | $381K | Buy |
3,817
+1,388
| +57% | +$139K | 0.16% | 170 |
|
|
2022
Q3 | $230K | Buy |
2,429
+290
| +14% | +$27.5K | 0.12% | 191 |
|
|
2022
Q2 | $218K | Buy |
+2,139
| New | +$218K | 0.11% | 190 |
|