J. Arnold 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,777
| Closed | -$106K | – | 60 |
|
|
2022
Q4 | $106K | Buy |
+1,777
| New | +$106K | 0.05% | 47 |
|
|
2021
Q3 | – | Sell |
-424
| Closed | -$30K | – | 66 |
|
|
2021
Q2 | $30K | Hold |
424
| – | – | 0.01% | 71 |
|
|
2021
Q1 | $28K | Sell |
424
-4,186
| -91% | -$276K | 0.02% | 65 |
|
|
2020
Q4 | $296K | Sell |
4,610
-340
| -7% | -$21.8K | 0.17% | 38 |
|
|
2020
Q3 | $287K | Sell |
4,950
-9,550
| -66% | -$554K | 0.21% | 24 |
|
|
2020
Q2 | $796K | Buy |
14,500
+14,473
| +53,604% | +$795K | 0.67% | 13 |
|
|
2020
Q1 | $1K | Sell |
27
-2,464
| -99% | -$91.3K | ﹤0.01% | 34 |
|
|
2019
Q4 | $144K | Buy |
+2,491
| New | +$144K | 0.18% | 55 |
|