SEA
Stegent Equity Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-3,837
| Closed | -$376K | – | 58 |
|
|
2023
Q2 | $376K | Hold |
3,837
| – | – | 0.42% | 49 |
|
|
2023
Q1 | $382K | Sell |
3,837
-101
| -3% | -$10.1K | 0.38% | 49 |
|
|
2022
Q4 | $382K | Buy |
3,938
+1,113
| +39% | +$108K | 0.46% | 51 |
|
|
2022
Q3 | $272K | Sell |
2,825
-68
| -2% | -$6.55K | 0.41% | 51 |
|
|
2022
Q2 | $294K | Buy |
+2,893
| New | +$294K | 0.38% | 58 |
|