All Terrain Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-3,992
| Closed | -$220K | – | 138 |
|
|
2019
Q2 | $220K | Sell |
3,992
-197
| -5% | -$10.9K | 0.07% | 117 |
|
|
2019
Q1 | $224K | Buy |
+4,189
| New | +$224K | 0.08% | 115 |
|
|
2018
Q4 | – | Sell |
-3,971
| Closed | -$217K | – | 133 |
|
|
2018
Q3 | $217K | Buy |
3,971
+207
| +5% | +$11.3K | 0.09% | 123 |
|
|
2018
Q2 | $201K | Buy |
+3,764
| New | +$201K | 0.09% | 132 |
|