Acorn Wealth Advisors’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q3
Sell
-658
Closed -$35K 135
2018
Q2
$35K Hold
658
0.03% 319
2018
Q1
$35K Buy
658
+2
+0.3% +$106 0.03% 317
2017
Q4
$36K Buy
+656
New +$36K 0.03% 295