Compass Efficient Model Portfolios, LLC AGG Holdings History
Compass Efficient Model Portfolios, LLC's iShares Core U.S. Aggregate Bond ETF Holding Summary
As of 2013-12-31, Compass Efficient Model Portfolios, LLC held 1,231.00 shares of iShares Core U.S. Aggregate Bond ETF(AGG), totaling $131,000.00. This investment constitutes 5.72% of their stock portfolio, and Compass Efficient Model Portfolios, LLC now holds 0% of the outstanding iShares Core U.S. Aggregate Bond ETF(AGG) stock.
The initial trade took place in 2013Q2. In addition, there have been 2 sales at an average price of $107.04 for 294.00 shares. Based on historical transaction data and AGG's current price of $98.11, Compass Efficient Model Portfolios, LLC's estimated gain on his AGG holdings is $-15,278.84, reflecting a -9.12% gain to date.
Compass Efficient Model Portfolios, LLC AGG ($98.11) Holding Chart
Compass Efficient Model Portfolios, LLC AGG ($98.11) 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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