Sowell Financial Services’s iShares Agency Bond ETF AGZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-401
| Closed | -$47K | – | 568 |
|
|
2021
Q1 | $47K | Buy |
401
+66
| +20% | +$7.74K | ﹤0.01% | 1679 |
|
|
2020
Q4 | $40K | Hold |
335
| – | – | ﹤0.01% | 1475 |
|
|
2020
Q3 | $41K | Sell |
335
-208
| -38% | -$25.5K | ﹤0.01% | 1281 |
|
|
2020
Q2 | $66K | Sell |
543
-1,618
| -75% | -$197K | ﹤0.01% | 1088 |
|
|
2020
Q1 | $261K | Buy |
2,161
+144
| +7% | +$17.4K | 0.02% | 587 |
|
|
2019
Q4 | $233K | Buy |
2,017
+1,714
| +566% | +$198K | 0.02% | 661 |
|
|
2019
Q3 | $35K | Buy |
+303
| New | +$35K | ﹤0.01% | 1098 |
|