Strategic Wealth Management’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
Q4 | $638K | Sell |
5,449
-300
| -5% | -$35.1K | 0.32% | 64 |
|
|
2021
Q3 | $681K | Hold |
5,749
| – | – | 0.35% | 59 |
|
|
2021
Q2 | $681K | Sell |
5,749
-1,200
| -17% | -$142K | 0.37% | 56 |
|
|
2021
Q1 | $818K | Sell |
6,949
-3,650
| -34% | -$430K | 0.49% | 50 |
|
|
2020
Q4 | $1.27M | Sell |
10,599
-150
| -1% | -$17.9K | 0.78% | 42 |
|
|
2020
Q3 | $1.3M | Sell |
10,749
-7,497
| -41% | -$907K | 0.97% | 39 |
|
|
2020
Q2 | $2.21M | Buy |
+18,246
| New | +$2.21M | 2.05% | 19 |
|