Squar Milner Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-214
| Closed | -$24K | – | 225 |
|
|
2020
Q1 | $24K | Hold |
214
| – | – | 0.01% | 433 |
|
|
2019
Q4 | $24K | Buy |
+214
| New | +$24K | 0.01% | 493 |
|
|
2019
Q3 | – | Sell |
-214
| Closed | -$24K | – | 233 |
|
|
2019
Q2 | $24K | Hold |
214
| – | – | 0.02% | 432 |
|
|
2019
Q1 | $23K | Hold |
214
| – | – | 0.02% | 407 |
|
|
2018
Q4 | $23K | Sell |
214
-191
| -47% | -$20.5K | 0.02% | 376 |
|
|
2018
Q3 | $43K | Buy |
405
+116
| +40% | +$12.3K | 0.04% | 319 |
|
|
2018
Q2 | $31K | Buy |
+289
| New | +$31K | 0.03% | 416 |
|