WR Wealth Planners’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 | $54.4K | Hold |
561
| – | – | 0.02% | 311 |
|
|
2024
Q3 | $56.8K | Sell |
561
-184
| -25% | -$18.6K | 0.02% | 326 |
|
|
2024
Q2 | $72.3K | Sell |
745
-1,366
| -65% | -$133K | 0.02% | 288 |
|
|
2024
Q1 | $207K | Buy |
+2,111
| New | +$207K | 0.06% | 165 |
|
|
2023
Q4 | – | Sell |
-1,026
| Closed | -$96.5K | – | 204 |
|
|
2023
Q3 | $96.5K | Buy |
1,026
+98
| +11% | +$9.22K | 0.04% | 241 |
|
|
2023
Q2 | $90.9K | Buy |
928
+117
| +14% | +$11.5K | 0.04% | 255 |
|
|
2023
Q1 | $80.8K | Buy |
+811
| New | +$80.8K | 0.03% | 264 |
|