SkyOak Wealth’s AGNC Investment AGNC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-10,452
| Closed | -$109K | – | 257 |
|
2024
Q3 | $109K | Hold |
10,452
| – | – | 0.02% | 231 |
|
2024
Q2 | $99.7K | Hold |
10,452
| – | – | 0.02% | 233 |
|
2024
Q1 | $103K | Hold |
10,452
| – | – | 0.02% | 235 |
|
2023
Q4 | $103K | Hold |
10,452
| – | – | 0.03% | 227 |
|
2023
Q3 | $98.7K | Hold |
10,452
| – | – | 0.03% | 224 |
|
2023
Q2 | $106K | Sell |
10,452
-1,602
| -13% | -$16.2K | 0.03% | 229 |
|
2023
Q1 | $122K | Hold |
12,054
| – | – | 0.04% | 233 |
|
2022
Q4 | $125K | Sell |
12,054
-3,445
| -22% | -$35.7K | 0.04% | 211 |
|
2022
Q3 | $131K | Hold |
15,499
| – | – | 0.05% | 200 |
|
2022
Q2 | $172K | Buy |
+15,499
| New | +$172K | 0.06% | 199 |
|