United Capital Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-1,810
| Closed | -$205K | – | 1270 |
|
|
2017
Q1 | $205K | Sell |
1,810
-169
| -9% | -$19.1K | ﹤0.01% | 1175 |
|
|
2016
Q4 | $223K | Buy |
1,979
+80
| +4% | +$9.02K | ﹤0.01% | 1142 |
|
|
2016
Q3 | $220K | Sell |
1,899
-195
| -9% | -$22.6K | ﹤0.01% | 1165 |
|
|
2016
Q2 | $243K | Sell |
2,094
-55
| -3% | -$6.38K | ﹤0.01% | 1106 |
|
|
2016
Q1 | $247K | Sell |
2,149
-75
| -3% | -$8.62K | ﹤0.01% | 1060 |
|
|
2015
Q4 | $252K | Sell |
2,224
-141
| -6% | -$16K | ﹤0.01% | 1065 |
|
|
2015
Q3 | $270K | Sell |
2,365
-200
| -8% | -$22.8K | ﹤0.01% | 1080 |
|
|
2015
Q2 | $290K | Buy |
+2,565
| New | +$290K | ﹤0.01% | 1082 |
|