Ranch Capital Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-100
| Closed | -$12K | – | 168 |
|
|
2021
Q3 | $12K | Buy |
100
+1
| +1% | +$120 | 0.01% | 439 |
|
|
2021
Q2 | $11K | Buy |
99
+6
| +6% | +$667 | 0.01% | 623 |
|
|
2021
Q1 | $10K | Hold |
93
| – | – | 0.01% | 626 |
|
|
2020
Q4 | $11K | Buy |
93
+1
| +1% | +$118 | 0.01% | 597 |
|
|
2020
Q3 | $10K | Hold |
92
| – | – | 0.01% | 599 |
|
|
2020
Q2 | $11K | Hold |
92
| – | – | 0.01% | 607 |
|
|
2020
Q1 | $10K | Hold |
92
| – | – | 0.01% | 584 |
|
|
2019
Q4 | $10K | Buy |
+92
| New | +$10K | 0.01% | 663 |
|