SWM
Selective Wealth Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-282
| Closed | -$27K | – | 144 |
|
|
2022
Q3 | $27K | Hold |
282
| – | – | 0.01% | 379 |
|
|
2022
Q2 | $29K | Buy |
+282
| New | +$29K | 0.01% | 408 |
|
|
2021
Q4 | – | Sell |
-32
| Closed | -$4K | – | 659 |
|
|
2021
Q3 | $4K | Buy |
+32
| New | +$4K | ﹤0.01% | 504 |
|
|
2021
Q1 | – | Sell |
-266
| Closed | -$31K | – | 387 |
|
|
2020
Q4 | $31K | Buy |
+266
| New | +$31K | 0.02% | 142 |
|