Wells Financial Advisors’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,518
| Closed | -$84K | – | 58 |
|
|
2021
Q4 | $84K | Hold |
1,518
| – | – | 0.07% | 44 |
|
|
2021
Q3 | $84K | Hold |
1,518
| – | – | 0.07% | 44 |
|
|
2021
Q2 | $84K | Buy |
1,518
+300
| +25% | +$16.6K | 0.07% | 44 |
|
|
2021
Q1 | $67K | Hold |
1,218
| – | – | 0.06% | 45 |
|
|
2020
Q4 | $69K | Buy |
+1,218
| New | +$69K | 0.06% | 45 |
|