Wedgewood Investors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
|
|||||
|
2024
Q3 | $230K | Hold |
|
|||||
|
2024
Q2 | $220K | Buy |
|
|||||
|
2023
Q4 | $232K | Hold |
|
|||||
|
2023
Q3 | $220K | Sell |
|
|||||
|
2023
Q2 | $244K | Hold |
|
|||||
|
2023
Q1 | $248K | Sell |
|
|||||
|
2022
Q4 | $242K | Sell |
|
|||||
|
2022
Q3 | $250K | Hold |
|
|||||
|
2022
Q2 | $264K | Hold |
|
|||||
|
2022
Q1 | $278K | Sell |
|
|||||
|
2021
Q4 | $299K | Hold |
|
|||||
|
2021
Q3 | $301K | Hold |
|
|||||
|
2021
Q2 | $302K | Hold |
|
|||||
|
2021
Q1 | $298K | Hold |
|
|||||
|
2020
Q4 | $310K | Hold |
|
|||||
|
2020
Q3 | $309K | Hold |
|
|||||
|
2020
Q2 | $310K | Hold |
|
|||||
|
2020
Q1 | $302K | Hold |
|
|||||
|
2019
Q4 | $294K | Hold |
|
|||||
|
2019
Q3 | $297K | Sell |
|
|||||
|
2019
Q2 | $293K | Hold |
|
|||||
|
2019
Q1 | $287K | Hold |
|
|||||
|
2018
Q4 | $280K | Hold |
|
|||||
|
2018
Q3 | $277K | Hold |
|
|||||
|
2018
Q2 | $280K | Hold |
|
|||||
|
2018
Q1 | $282K | Hold |
|
|||||
|
2017
Q4 | $288K | Hold |
|
|||||
|
2017
Q3 | $288K | Hold |
|
|||||
|
2017
Q2 | $288K | Hold |
|
|||||
|
2017
Q1 | $285K | Hold |
|
|||||
|
2016
Q4 | $284K | Hold |
|
|||||
|
2016
Q3 | $296K | Buy |
|
|||||
|
2016
Q2 | $249K | Hold |
|
|||||
|
2016
Q1 | $245K | Sell |
|
|||||
|
2015
Q4 | $250K | Hold |
|
|||||
|
2015
Q3 | $254K | Hold |
|
|||||
|
2015
Q2 | $252K | Hold |
|
|||||
|
2015
Q1 | $258K | Hold |
|
|||||
|
2014
Q4 | $255K | Hold |
|
|||||
|
2014
Q3 | $253K | Sell |
|
|||||
|
2014
Q2 | $264K | Hold |
|
|||||
|
2014
Q1 | $261K | Hold |
|
|||||
|
2013
Q4 | $257K | Sell |
|
|||||
|
2013
Q3 | $280K | Hold |
|
|||||
|
2013
Q2 | $280K | Buy |
|