Aris Wealth Services, Inc. AGG Holdings History
Aris Wealth Services, Inc.'s iShares Core U.S. Aggregate Bond ETF Holding Summary
As of 2015-09-30, Aris Wealth Services, Inc. held 16,448.00 shares of iShares Core U.S. Aggregate Bond ETF(AGG), totaling $1.80 Mil. This investment constitutes 4.64% of their stock portfolio, and Aris Wealth Services, Inc. now holds 0% of the outstanding iShares Core U.S. Aggregate Bond ETF(AGG) stock.
The initial trade took place in 2014Q1. And since then Aris Wealth Services, Inc. has made 4 purchases of AGG, at an average price of $107.99, for a total of 21,041.00 shares. In addition, there have been 3 sales at an average price of $109.22 for 4,593.00 shares. Based on historical transaction data and AGG's current price of $98.35, Aris Wealth Services, Inc.'s estimated gain on his AGG holdings is $-152,862.23, reflecting a -6.73% gain to date.
Aris Wealth Services, Inc. AGG ($98.35) Holding Chart
Aris Wealth Services, Inc. AGG ($98.35) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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