WealthSource Partners’s iShares Agency Bond ETF AGZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $1.19M | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $302K | Sell |
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|
2023
Q1 | $307K | Sell |
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|
2022
Q4 | $576K | Buy |
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|
2022
Q3 | $307K | Sell |
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|
2022
Q2 | $802K | Buy |
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|
2022
Q1 | $410K | Buy |
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|
2021
Q4 | $266K | Sell |
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|
2021
Q3 | $1.59M | Buy |
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|
2021
Q2 | $1.48M | Sell |
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|
2021
Q1 | $1.9M | Buy |
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|
2020
Q4 | $1.27M | Sell |
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|
2020
Q3 | $1.3M | Buy |
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|
2020
Q2 | $1.04M | Buy |
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|
2020
Q1 | $286K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $1.12M | Buy |
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|
2019
Q2 | $485K | Buy |
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