WCBA
Weaver C. Barksdale & Associates’s iShares Core US Aggregate Bond ETF AGG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | $16K | Buy |
+146
| New | +$16K | 0.02% | 189 |
|
|
2017
Q1 | – | Sell |
-149
| Closed | -$16K | – | 521 |
|
|
2016
Q4 | $16K | Hold |
149
| – | – | 0.03% | 184 |
|
|
2016
Q3 | $17K | Hold |
149
| – | – | 0.03% | 166 |
|
|
2016
Q2 | $17K | Hold |
149
| – | – | 0.03% | 147 |
|
|
2016
Q1 | $17K | Hold |
149
| – | – | 0.01% | 175 |
|
|
2015
Q4 | $16K | Buy |
+149
| New | +$16K | 0.01% | 179 |
|
|
2015
Q3 | – | Sell |
-148
| Closed | -$16K | – | 545 |
|
|
2015
Q2 | $16K | Sell |
148
-144
| -49% | -$15.6K | 0.01% | 187 |
|
|
2015
Q1 | $33K | Buy |
292
+147
| +101% | +$16.6K | 0.02% | 124 |
|
|
2014
Q4 | $16K | Sell |
145
-145
| -50% | -$16K | 0.01% | 187 |
|
|
2014
Q3 | $32K | Buy |
290
+147
| +103% | +$16.2K | 0.03% | 122 |
|
|
2014
Q2 | $16K | Buy |
+143
| New | +$16K | 0.01% | 192 |
|