South Shore 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $311K | Sell |
3,226
-21
| -0.6% | -$2.02K | 0.72% | 46 |
|
|
2022
Q2 | $330K | Sell |
3,247
-618
| -16% | -$62.8K | 0.69% | 46 |
|
|
2022
Q1 | $414K | Sell |
3,865
-70
| -2% | -$7.5K | 0.67% | 51 |
|
|
2021
Q4 | $449K | Buy |
3,935
+22
| +0.6% | +$2.51K | 0.73% | 49 |
|
|
2021
Q3 | $449K | Sell |
3,913
-9
| -0.2% | -$1.03K | 0.81% | 44 |
|
|
2021
Q2 | $452K | Sell |
3,922
-687
| -15% | -$79.2K | 0.8% | 43 |
|
|
2021
Q1 | $525K | Buy |
4,609
+396
| +9% | +$45.1K | 0.52% | 48 |
|
|
2020
Q4 | $498K | Buy |
+4,213
| New | +$498K | 0.49% | 51 |
|