WealthPlan Investment Management’s AGNC Investment AGNC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $97.3K | Hold |
10,583
| – | – | 0.01% | 341 |
|
|
2025
Q1 | $101K | Buy |
+10,583
| New | +$101K | 0.01% | 265 |
|
|
2024
Q4 | – | Sell |
-10,583
| Closed | -$111K | – | 263 |
|
|
2024
Q3 | $111K | Hold |
10,583
| – | – | 0.01% | 245 |
|
|
2024
Q2 | $101K | Hold |
10,583
| – | – | 0.02% | 184 |
|
|
2024
Q1 | $105K | Hold |
10,583
| – | – | 0.02% | 180 |
|
|
2023
Q4 | $104K | Hold |
10,583
| – | – | 0.02% | 188 |
|
|
2023
Q3 | $99.9K | Buy |
+10,583
| New | +$99.9K | 0.02% | 167 |
|
|
2023
Q2 | – | Sell |
-10,583
| Closed | -$107K | – | 375 |
|
|
2023
Q1 | $107K | Sell |
10,583
-8,049
| -43% | -$81.1K | 0.02% | 194 |
|
|
2022
Q4 | $213K | Sell |
18,632
-1,045
| -5% | -$12K | 0.01% | 366 |
|
|
2022
Q3 | $193K | Buy |
+19,677
| New | +$193K | 0.01% | 353 |
|
|
2022
Q1 | $139K | Buy |
+12,677
| New | +$139K | 0.01% | 373 |
|