OptiFour Integrated Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $6.41M | Buy |
57,013
+3,464
| +6% | +$389K | 4.4% | 6 |
|
|
2019
Q3 | $6.06M | Buy |
53,549
+1,280
| +2% | +$145K | 4.3% | 6 |
|
|
2019
Q2 | $5.82M | Sell |
52,269
-376
| -0.7% | -$41.9K | 4.06% | 6 |
|
|
2019
Q1 | $5.74M | Buy |
52,645
+2,344
| +5% | +$256K | 4.69% | 6 |
|
|
2018
Q4 | $5.36M | Buy |
50,301
+767
| +2% | +$81.7K | 4.89% | 6 |
|
|
2018
Q3 | $5.23M | Buy |
49,534
+3,216
| +7% | +$339K | 4.3% | 6 |
|
|
2018
Q2 | $4.92M | Buy |
46,318
+98
| +0.2% | +$10.4K | 4.25% | 7 |
|
|
2018
Q1 | $4.96M | Buy |
46,220
+7,576
| +20% | +$813K | 4.14% | 7 |
|
|
2017
Q4 | $4.23M | Buy |
+38,644
| New | +$4.23M | 3.53% | 9 |
|