West Coast Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,896
| Closed | -$203K | – | 127 |
|
|
2022
Q1 | $203K | Sell |
1,896
-6
| -0.3% | -$642 | 0.03% | 134 |
|
|
2021
Q4 | $217K | Sell |
1,902
-58
| -3% | -$6.62K | 0.03% | 132 |
|
|
2021
Q3 | $225K | Buy |
1,960
+156
| +9% | +$17.9K | 0.04% | 124 |
|
|
2021
Q2 | $208K | Buy |
1,804
+47
| +3% | +$5.42K | 0.03% | 129 |
|
|
2021
Q1 | $200K | Buy |
+1,757
| New | +$200K | 0.03% | 123 |
|