Camarda 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
Q1 | – | Sell |
-9,515
| Closed | -$462K | – | 528 |
|
|
2018
Q4 | $462K | Sell |
9,515
-123
| -1% | -$5.97K | 0.55% | 31 |
|
|
2018
Q3 | $527K | Sell |
9,638
-697
| -7% | -$38.1K | 0.6% | 32 |
|
|
2018
Q2 | $552K | Sell |
10,335
-314
| -3% | -$16.8K | 0.58% | 37 |
|
|
2018
Q1 | $570K | Buy |
10,649
+31
| +0.3% | +$1.66K | 0.59% | 37 |
|
|
2017
Q4 | $572K | Buy |
+10,618
| New | +$572K | 0.68% | 37 |
|