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Wellington Shields & Co’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Wellington Shields & Co’s Portfolio AGG Stock Details AGG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-978
Closed -$99K – 297
2024
Q3 		$99K Hold
978
– – 0.03% 259
2024
Q2 		$94.9K Hold
978
– – 0.03% 251
2024
Q1 		$95.8K Hold
978
– – 0.03% 251
2023
Q4 		$97.1K Buy
+978
New +$97.1K 0.04% 241