PRWA
Platte River Wealth Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $754K | Sell |
7,445
-775
| -9% | -$78.5K | 0.2% | 55 |
|
|
2024
Q2 | $798K | Sell |
8,220
-685
| -8% | -$66.5K | 0.22% | 53 |
|
|
2024
Q1 | $872K | Sell |
8,905
-599
| -6% | -$58.7K | 0.25% | 53 |
|
|
2023
Q4 | $943K | Sell |
9,504
-1,075
| -10% | -$107K | 0.31% | 53 |
|
|
2023
Q3 | $995K | Buy |
10,579
+89
| +0.8% | +$8.37K | 0.36% | 47 |
|
|
2023
Q2 | $1.03M | Buy |
+10,490
| New | +$1.03M | 0.36% | 46 |
|