TrinityPoint Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $324K | Buy |
3,342
+216
| +7% | +$20.9K | 0.05% | 257 |
|
|
2024
Q3 | $317K | Sell |
3,126
-402
| -11% | -$40.7K | 0.05% | 260 |
|
|
2024
Q2 | $342K | Buy |
3,528
+333
| +10% | +$32.3K | 0.05% | 241 |
|
|
2024
Q1 | $313K | Buy |
3,195
+273
| +9% | +$26.7K | 0.05% | 244 |
|
|
2023
Q4 | $290K | Buy |
2,922
+433
| +17% | +$43K | 0.05% | 247 |
|
|
2023
Q3 | $234K | Buy |
+2,489
| New | +$234K | 0.05% | 255 |
|