Plante Moran Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-400
| Closed | -$42.8K | – | 765 |
|
|
2023
Q2 | $42.8K | Buy |
+400
| New | +$42.8K | 0.01% | 320 |
|
|
2023
Q1 | – | Sell |
-59
| Closed | -$6.28K | – | 789 |
|
|
2022
Q4 | $6.28K | Buy |
+59
| New | +$6.28K | ﹤0.01% | 642 |
|
|
2016
Q1 | – | Sell |
-11
| Closed | -$1K | – | 849 |
|
|
2015
Q4 | $1K | Buy |
+11
| New | +$1K | ﹤0.01% | 895 |
|