Investors Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | $288K | Hold |
6,296
| – | – | 0.06% | 456 |
|
|
2016
Q1 | $285K | Hold |
6,296
| – | – | 0.06% | 436 |
|
|
2015
Q4 | $282K | Sell |
6,296
-697
| -10% | -$31.2K | 0.05% | 459 |
|
|
2015
Q3 | $305K | Sell |
6,993
-11,082
| -61% | -$483K | 0.06% | 431 |
|
|
2015
Q2 | $857K | Buy |
18,075
+59
| +0.3% | +$2.8K | 0.16% | 182 |
|
|
2015
Q1 | $855K | Buy |
18,016
+1,179
| +7% | +$56K | 0.16% | 186 |
|
|
2014
Q4 | $779K | Sell |
16,837
-3,217
| -16% | -$149K | 0.15% | 196 |
|
|
2014
Q3 | $913K | Buy |
20,054
+379
| +2% | +$17.3K | 0.18% | 163 |
|
|
2014
Q2 | $928K | Buy |
19,675
+142
| +0.7% | +$6.7K | 0.15% | 214 |
|
|
2014
Q1 | $886K | Buy |
+19,533
| New | +$886K | 0.19% | 155 |
|