Wealthspire Advisors (Maryland)’s iShares Agency Bond ETF AGZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-18
| Closed | -$2K | – | 498 |
|
|
2019
Q1 | $2K | Hold |
18
| – | – | ﹤0.01% | 2111 |
|
|
2018
Q4 | $2K | Hold |
18
| – | – | ﹤0.01% | 2042 |
|
|
2018
Q3 | $2K | Hold |
18
| – | – | ﹤0.01% | 2119 |
|
|
2018
Q2 | $2K | Hold |
18
| – | – | ﹤0.01% | 2110 |
|
|
2018
Q1 | $2K | Hold |
18
| – | – | ﹤0.01% | 2125 |
|
|
2017
Q4 | $2K | Buy |
+18
| New | +$2K | ﹤0.01% | 2081 |
|
|
2017
Q1 | – | Sell |
-11
| Closed | -$1K | – | 1910 |
|
|
2016
Q4 | $1K | Hold |
11
| – | – | ﹤0.01% | 1611 |
|
|
2016
Q3 | $1K | Hold |
11
| – | – | ﹤0.01% | 1610 |
|
|
2016
Q2 | $1K | Hold |
11
| – | – | ﹤0.01% | 1579 |
|
|
2016
Q1 | $1K | Hold |
11
| – | – | ﹤0.01% | 1618 |
|
|
2015
Q4 | $1K | Buy |
+11
| New | +$1K | ﹤0.01% | 1584 |
|