Capital Asset Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-199
| Closed | -$13K | – | 706 |
|
|
2020
Q4 | $13K | Buy |
+199
| New | +$13K | ﹤0.01% | 1010 |
|
|
2020
Q3 | – | Sell |
-24
| Closed | -$1K | – | 554 |
|
|
2020
Q2 | $1K | Hold |
24
| – | – | ﹤0.01% | 553 |
|
|
2020
Q1 | $1K | Hold |
24
| – | – | ﹤0.01% | 491 |
|
|
2019
Q4 | $1K | Buy |
+24
| New | +$1K | ﹤0.01% | 579 |
|