Wellington Shields Capital Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-2,000
Closed -$203K 308
2024
Q3
$203K Hold
2,000
0.04% 238
2024
Q2
$194K Hold
2,000
0.04% 231
2024
Q1
$196K Hold
2,000
0.04% 233
2023
Q4
$199K Buy
+2,000
New +$199K 0.02% 226