WEPOG
Wealth Enhancement & Preservation of GA’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
Q2 | $3.58M | Buy |
36,593
+712
| +2% | +$69.7K | 3.44% | 7 |
|
|
2023
Q1 | $3.58M | Buy |
35,881
+33,629
| +1,493% | +$3.35M | 4.28% | 8 |
|
|
2022
Q4 | $218K | Sell |
2,252
-424
| -16% | -$41.1K | 0.36% | 44 |
|
|
2022
Q3 | $258K | Buy |
+2,676
| New | +$258K | 0.41% | 48 |
|
|
2021
Q2 | – | Sell |
-24,409
| Closed | -$2.79M | – | 53 |
|
|
2021
Q1 | $2.79M | Buy |
24,409
+335
| +1% | +$38.3K | 2.15% | 12 |
|
|
2020
Q4 | $2.85M | Sell |
24,074
-15,909
| -40% | -$1.88M | 2.46% | 11 |
|
|
2020
Q3 | $4.72M | Buy |
39,983
+16,386
| +69% | +$1.93M | 4.87% | 8 |
|
|
2020
Q2 | $2.78M | Buy |
+23,597
| New | +$2.78M | 3.45% | 8 |
|