WP
AGGP

WealthPLAN Partners’s IQ Enhanced Core Plus Bond U.S. ETF AGGP Stock Holding History

WealthPLAN Partners’s Portfolio AGGP Stock Details AGGP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-14,247
Closed -$268K – 280
2018
Q3 		$268K Sell
14,247
-2,085
-13% -$39.2K 0.05% 201
2018
Q2 		$312K Sell
16,332
-19,650
-55% -$375K 0.06% 187
2018
Q1 		$694K Buy
35,982
+9,034
+34% +$174K 0.15% 116
2017
Q4 		$538K Buy
+26,948
New +$538K 0.14% 119