Total Clarity 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-5,694
| Closed | -$606K | – | 224 |
|
|
2022
Q3 | $606K | Sell |
5,694
-270
| -5% | -$28.7K | 0.38% | 69 |
|
|
2022
Q2 | $656K | Sell |
5,964
-10,581
| -64% | -$1.16M | 0.34% | 71 |
|
|
2022
Q1 | $1.86M | Sell |
16,545
-709
| -4% | -$79.6K | 1.02% | 24 |
|
|
2021
Q4 | $2.02M | Sell |
17,254
-2,241
| -11% | -$263K | 0.92% | 23 |
|
|
2021
Q3 | $2.31M | Buy |
19,495
+782
| +4% | +$92.7K | 1.1% | 22 |
|
|
2021
Q2 | $2.22M | Sell |
18,713
-890
| -5% | -$105K | 1.24% | 23 |
|
|
2021
Q1 | $2.31M | Sell |
19,603
-1,262
| -6% | -$149K | 1.33% | 18 |
|
|
2020
Q4 | $2.5M | Buy |
20,865
+2,414
| +13% | +$289K | 1.73% | 15 |
|
|
2020
Q3 | $2.23M | Buy |
18,451
+3,350
| +22% | +$406K | 1.95% | 14 |
|
|
2020
Q2 | $1.83M | Sell |
15,101
-481
| -3% | -$58.3K | 1.68% | 15 |
|
|
2020
Q1 | $1.88M | Buy |
15,582
+1,190
| +8% | +$144K | 2.9% | 9 |
|
|
2019
Q4 | $1.66M | Buy |
+14,392
| New | +$1.66M | 1.25% | 19 |
|