Ogorek Anthony Joseph’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-841
| Closed | -$41K | – | 270 |
|
2023
Q1 | $41K | Hold |
841
| – | – | 0.02% | 110 |
|
2022
Q4 | $40K | Sell |
841
-70
| -8% | -$3.33K | 0.02% | 78 |
|
2022
Q3 | $44K | Hold |
911
| – | – | 0.02% | 73 |
|
2022
Q2 | $45K | Sell |
911
-314
| -26% | -$15.5K | 0.02% | 72 |
|
2022
Q1 | $63K | Hold |
1,225
| – | – | 0.03% | 70 |
|
2021
Q4 | $66K | Buy |
1,225
+3
| +0.2% | +$162 | 0.03% | 72 |
|
2021
Q3 | $67K | Hold |
1,222
| – | – | 0.03% | 69 |
|
2021
Q2 | $67K | Sell |
1,222
-99
| -7% | -$5.43K | 0.03% | 68 |
|
2021
Q1 | $72K | Sell |
1,321
-134
| -9% | -$7.3K | 0.04% | 59 |
|
2020
Q4 | $81K | Buy |
1,455
+1
| +0.1% | +$56 | 0.04% | 47 |
|
2020
Q3 | $80K | Buy |
1,454
+3
| +0.2% | +$165 | 0.05% | 46 |
|
2020
Q2 | $80K | Buy |
1,451
+3
| +0.2% | +$165 | 0.06% | 37 |
|
2020
Q1 | $79K | Sell |
1,448
-1,833
| -56% | -$100K | 0.04% | 36 |
|
2019
Q4 | $179K | Sell |
3,281
-2,383
| -42% | -$130K | 0.09% | 29 |
|
2019
Q3 | $316K | Buy |
5,664
+201
| +4% | +$11.2K | 0.19% | 20 |
|
2019
Q2 | $297K | Buy |
+5,463
| New | +$297K | 0.2% | 21 |
|