Burt 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
Q2
Sell
-1,000
Closed -$54K 365
2018
Q1
$54K Sell
1,000
-433
-30% -$23.4K 0.03% 171
2017
Q4
$77K Hold
1,433
0.05% 148
2017
Q3
$77K Hold
1,433
0.05% 146
2017
Q2
$74K Buy
+1,433
New +$74K 0.05% 148