Jackson Wealth Management’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q4
Sell
2018
Q3
$1.66M Buy
2018
Q2
$1.62M Buy
2018
Q1
$1.42M Buy
2017
Q4
$1.29M Buy
2017
Q3
$1.2M Buy
2017
Q2
$1.12M Buy
2017
Q1
$842K Buy
2016
Q4
$739K Buy
2016
Q3
$718K Sell
2016
Q2
$745K Buy
2016
Q1
$677K Sell
2015
Q4
$656K Buy
2015
Q3
$642K Sell
2015
Q2
$705K Buy