BHK Investment 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
Q4 | – | Sell |
-5,286
| Closed | -$290K | – | 65 |
|
|
2019
Q3 | $290K | Sell |
5,286
-357
| -6% | -$19.6K | 0.17% | 63 |
|
|
2019
Q2 | $311K | Sell |
5,643
-1,761
| -24% | -$97.1K | 0.18% | 68 |
|
|
2019
Q1 | $396K | Sell |
7,404
-839
| -10% | -$44.9K | 0.24% | 58 |
|
|
2018
Q4 | $400K | Buy |
8,243
+26
| +0.3% | +$1.26K | 0.3% | 46 |
|
|
2018
Q3 | $449K | Sell |
8,217
-1,189
| -13% | -$65K | 0.3% | 42 |
|
|
2018
Q2 | $502K | Sell |
9,406
-723
| -7% | -$38.6K | 0.35% | 32 |
|
|
2018
Q1 | $542K | Buy |
10,129
+3,394
| +50% | +$182K | 0.4% | 29 |
|
|
2017
Q4 | $363K | Buy |
+6,735
| New | +$363K | 0.31% | 35 |
|