TPWM
Twelve Points Wealth Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-2,252
| Closed | -$212K | – | 165 |
|
|
2023
Q3 | $212K | Buy |
+2,252
| New | +$212K | 0.11% | 159 |
|
|
2022
Q4 | – | Sell |
-3,888
| Closed | -$375K | – | 164 |
|
|
2022
Q3 | $375K | Hold |
3,888
| – | – | 0.29% | 113 |
|
|
2022
Q2 | $395K | Sell |
3,888
-166
| -4% | -$16.9K | 0.3% | 114 |
|
|
2022
Q1 | $434K | Sell |
4,054
-2,190
| -35% | -$234K | 0.32% | 108 |
|
|
2021
Q4 | $712K | Buy |
+6,244
| New | +$712K | 0.58% | 59 |
|