Swaine & Leidel Wealth Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $782 | Buy |
+782
| New | +$782 | 0.6% | 39 |
|
|
2021
Q1 | $782K | Buy |
6,872
+60
| +0.9% | +$6.83K | 0.5% | 45 |
|
|
2020
Q4 | $805K | Sell |
6,812
-234
| -3% | -$27.7K | 0.58% | 43 |
|
|
2020
Q3 | $832K | Buy |
7,046
+2,610
| +59% | +$308K | 0.81% | 36 |
|
|
2020
Q2 | $524K | Sell |
4,436
-55
| -1% | -$6.5K | 0.53% | 39 |
|
|
2020
Q1 | $518K | Sell |
4,491
-1,421
| -24% | -$164K | 0.54% | 44 |
|
|
2019
Q4 | $664K | Sell |
5,912
-740
| -11% | -$83.1K | 0.55% | 42 |
|
|
2019
Q3 | $753K | Buy |
6,652
+2,310
| +53% | +$261K | 0.68% | 38 |
|
|
2019
Q2 | $483K | Sell |
4,342
-4,349
| -50% | -$484K | 0.52% | 40 |
|
|
2019
Q1 | $948K | Sell |
8,691
-3,138
| -27% | -$342K | 1.2% | 34 |
|
|
2018
Q4 | $1.27M | Buy |
+11,829
| New | +$1.27M | 2.02% | 30 |
|