Strategic Wealth Partners’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-201
| Closed | -$11 | – | 293 |
|
|
2019
Q3 | $11 | Hold |
201
| – | – | ﹤0.01% | 497 |
|
|
2019
Q2 | $10K | Hold |
201
| – | – | ﹤0.01% | 497 |
|
|
2019
Q1 | $11K | Hold |
201
| – | – | 0.01% | 477 |
|
|
2018
Q4 | $10K | Sell |
201
-58
| -22% | -$2.89K | 0.01% | 475 |
|
|
2018
Q3 | $14K | Sell |
259
-17,309
| -99% | -$936K | 0.01% | 412 |
|
|
2018
Q2 | $926K | Buy |
17,568
+8,453
| +93% | +$446K | 0.54% | 60 |
|
|
2018
Q1 | $480K | Buy |
+9,115
| New | +$480K | 0.25% | 116 |
|