Baldwin Wealth Partners’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
Q4 | – | Sell |
-1,586
| Closed | -$87K | – | 503 |
|
|
2018
Q3 | $87K | Hold |
1,586
| – | – | 0.01% | 262 |
|
|
2018
Q2 | $85K | Hold |
1,586
| – | – | 0.01% | 268 |
|
|
2018
Q1 | $85K | Hold |
1,586
| – | – | 0.01% | 249 |
|
|
2017
Q4 | $85K | Hold |
1,586
| – | – | 0.01% | 257 |
|
|
2017
Q3 | $85K | Hold |
1,586
| – | – | 0.01% | 248 |
|
|
2017
Q2 | $82K | Buy |
+1,586
| New | +$82K | 0.01% | 255 |
|