Financial Architects (New Jersey)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-72
| Closed | -$4K | – | 299 |
|
|
2020
Q2 | $4K | Hold |
72
| – | – | ﹤0.01% | 744 |
|
|
2020
Q1 | $3K | Sell |
72
-5
| -6% | -$208 | ﹤0.01% | 744 |
|
|
2019
Q4 | $4K | Buy |
77
+2
| +3% | +$104 | ﹤0.01% | 780 |
|
|
2019
Q3 | $4K | Hold |
75
| – | – | ﹤0.01% | 824 |
|
|
2019
Q2 | $4K | Sell |
75
-25
| -25% | -$1.33K | ﹤0.01% | 907 |
|
|
2019
Q1 | $5K | Buy |
+100
| New | +$5K | ﹤0.01% | 1091 |
|
|
2018
Q1 | – | Sell |
-200
| Closed | -$11K | – | 1246 |
|
|
2017
Q4 | $11K | Buy |
+200
| New | +$11K | ﹤0.01% | 987 |
|