SteelBridge Private Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-4,610
| Closed | -$505K | – | 33 |
|
|
2017
Q2 | $505K | Hold |
4,610
| – | – | 0.71% | 32 |
|
|
2017
Q1 | $500K | Hold |
4,610
| – | – | 0.76% | 30 |
|
|
2016
Q4 | $499K | Hold |
4,610
| – | – | 0.79% | 30 |
|
|
2016
Q3 | $518K | Hold |
4,610
| – | – | 1.5% | 13 |
|
|
2016
Q2 | $519K | Buy |
4,610
+2,750
| +148% | +$310K | 1.57% | 12 |
|
|
2016
Q1 | $206K | Buy |
+1,860
| New | +$206K | 0.42% | 44 |
|