Sutton Wealth Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $4.58K | Buy |
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2023
Q2 | $4.73K | Hold |
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2023
Q1 | $4.77K | Hold |
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|
2022
Q4 | $4.62K | Buy |
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|
2022
Q3 | $4.55K | Hold |
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|
2022
Q2 | $4.78K | Sell |
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|
2022
Q1 | $11.2K | Buy |
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|
2021
Q4 | $11.9K | Sell |
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|
2021
Q3 | $24.6K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $10.8K | Hold |
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|
2020
Q4 | $11.2K | Hold |
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|
2020
Q3 | $11.2K | Buy |
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