Carroll Financial Associates’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $204K | Buy |
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|
2021
Q3 | $63K | Hold |
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|
2021
Q2 | $64K | Hold |
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|
2021
Q1 | $60K | Hold |
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|
2020
Q4 | $58K | Hold |
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|
2020
Q3 | $52K | Hold |
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|
2020
Q2 | $49K | Hold |
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|
2020
Q1 | $42K | Buy |
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|
2019
Q4 | $51K | Hold |
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|
2019
Q3 | $48K | Sell |
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|
2019
Q2 | $50K | Hold |
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|
2019
Q1 | $48K | Buy |
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|
2018
Q4 | $36K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $1K | Hold |
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|
2017
Q1 | $1K | Hold |
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|
2016
Q4 | $1K | Hold |
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|
2016
Q3 | $1K | Hold |
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|
2016
Q2 | $1K | Hold |
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|
2016
Q1 | $1K | Hold |
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|
2015
Q4 | $1K | Hold |
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|
2015
Q3 | $1K | Buy |
|