IHT 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-100
| Closed | -$5K | – | 459 |
|
|
2018
Q1 | $5K | Hold |
100
| – | – | ﹤0.01% | 1328 |
|
|
2017
Q4 | $5K | Hold |
100
| – | – | ﹤0.01% | 1319 |
|
|
2017
Q3 | $5K | Sell |
100
-2,532
| -96% | -$127K | ﹤0.01% | 1081 |
|
|
2017
Q2 | $5 | Buy |
2,632
+2,057
| +358% | +$4 | ﹤0.01% | 1089 |
|
|
2017
Q1 | $39K | Buy |
575
+475
| +475% | +$32.2K | 0.03% | 479 |
|
|
2016
Q4 | $5K | Buy |
+100
| New | +$5K | ﹤0.01% | 903 |
|