TriaGen 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
Q3 | – | Sell |
-11,418
| Closed | -$1.26M | – | 161 |
|
|
2022
Q2 | $1.26M | Buy |
11,418
+368
| +3% | +$40.5K | 0.89% | 31 |
|
|
2022
Q1 | $1.24M | Buy |
11,050
+3,243
| +42% | +$364K | 0.64% | 56 |
|
|
2021
Q4 | $915K | Buy |
7,807
+33
| +0.4% | +$3.87K | 0.45% | 71 |
|
|
2021
Q3 | $921K | Buy |
7,774
+422
| +6% | +$50K | 0.5% | 69 |
|
|
2021
Q2 | $877K | Buy |
7,352
+4,138
| +129% | +$494K | 0.45% | 72 |
|
|
2021
Q1 | $378K | Sell |
3,214
-102
| -3% | -$12K | 0.22% | 107 |
|
|
2020
Q4 | $396K | Buy |
+3,316
| New | +$396K | 0.23% | 114 |
|