WealthCare Investment Partners’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-4,862
| Closed | -$231K | – | 129 |
|
|
2022
Q4 | $231K | Sell |
4,862
-3,696
| -43% | -$176K | 0.16% | 103 |
|
|
2022
Q3 | $414K | Sell |
8,558
-1,210
| -12% | -$58.5K | 0.34% | 70 |
|
|
2022
Q2 | $487K | Sell |
9,768
-3,384
| -26% | -$169K | 0.42% | 61 |
|
|
2022
Q1 | $677K | Sell |
13,152
-5,314
| -29% | -$274K | 0.6% | 49 |
|
|
2021
Q4 | $1.01M | Buy |
+18,466
| New | +$1.01M | 0.97% | 30 |
|