Golden State Wealth Management’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
Q2 | – | Sell |
-139
| Closed | -$7K | – | 219 |
|
|
2020
Q1 | $7K | Buy |
+139
| New | +$7K | ﹤0.01% | 675 |
|
|
2019
Q4 | – | Sell |
-139
| Closed | -$8K | – | 95 |
|
|
2019
Q3 | $8K | Hold |
139
| – | – | ﹤0.01% | 774 |
|
|
2019
Q2 | $7K | Hold |
139
| – | – | ﹤0.01% | 801 |
|
|
2019
Q1 | $7K | Buy |
+139
| New | +$7K | ﹤0.01% | 827 |
|