Jacobsen Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
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|
2022
Q4 | $271K | Buy |
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|
2022
Q3 | $251K | Sell |
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|
2022
Q2 | $311K | Sell |
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|
2022
Q1 | $362K | Buy |
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|
2021
Q4 | $212K | Sell |
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|
2021
Q3 | $256K | Sell |
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|
2021
Q2 | $260K | Buy |
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|
2021
Q1 | $238K | Sell |
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|
2020
Q4 | $241K | Buy |
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|
2020
Q3 | $217K | Sell |
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|
2020
Q2 | $240K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $440K | Sell |
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|
2019
Q2 | $507K | Buy |
|