Patriot 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
2018
Q3
Sell
-2,415
Closed -$257K 81
2018
Q2
$257K Hold
2,415
0.04% 77
2018
Q1
$259K Hold
2,415
0.04% 81
2017
Q4
$264K Buy
+2,415
New +$264K 0.04% 83