Ridgecrest Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-2,338
| Closed | -$238K | – | 99 |
|
|
2022
Q2 | $238K | Sell |
2,338
-2,866
| -55% | -$292K | 0.17% | 90 |
|
|
2022
Q1 | $557K | Sell |
5,204
-5,036
| -49% | -$539K | 0.35% | 56 |
|
|
2021
Q4 | $1.17M | Buy |
10,240
+14
| +0.1% | +$1.6K | 0.57% | 43 |
|
|
2021
Q3 | $1.17M | Buy |
10,226
+110
| +1% | +$12.6K | 0.64% | 38 |
|
|
2021
Q2 | $1.17M | Buy |
10,116
+1,068
| +12% | +$123K | 0.73% | 37 |
|
|
2021
Q1 | $1.03M | Buy |
+9,048
| New | +$1.03M | 0.98% | 33 |
|