Sutton 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 | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | $4.58K | Buy |
49
+1
| +2% | +$93 | ﹤0.01% | 601 |
|
2023
Q2 | $4.73K | Hold |
48
| – | – | ﹤0.01% | 579 |
|
2023
Q1 | $4.77K | Hold |
48
| – | – | ﹤0.01% | 530 |
|
2022
Q4 | $4.62K | Buy |
48
+1
| +2% | +$96 | ﹤0.01% | 1111 |
|
2022
Q3 | $4.55K | Hold |
47
| – | – | ﹤0.01% | 1089 |
|
2022
Q2 | $4.78K | Sell |
47
-58
| -55% | -$5.89K | ﹤0.01% | 1069 |
|
2022
Q1 | $11.2K | Buy |
105
+1
| +1% | +$107 | ﹤0.01% | 902 |
|
2021
Q4 | $11.9K | Sell |
104
-111
| -52% | -$12.7K | ﹤0.01% | 879 |
|
2021
Q3 | $24.6K | Buy |
+215
| New | +$24.6K | 0.01% | 631 |
|
2021
Q2 | – | Sell |
-95
| Closed | -$10.8K | – | 1284 |
|
2021
Q1 | $10.8K | Hold |
95
| – | – | ﹤0.01% | 857 |
|
2020
Q4 | $11.2K | Hold |
95
| – | – | ﹤0.01% | 778 |
|
2020
Q3 | $11.2K | Buy |
+95
| New | +$11.2K | 0.01% | 704 |
|