JPLA
Joseph P. Lucia & Associates’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-4
| Closed | – | – | 119 |
|
|
2022
Q2 | $0 | Hold |
4
| – | – | ﹤0.01% | 435 |
|
|
2022
Q1 | $0 | Buy |
+4
| New | – | ﹤0.01% | 439 |
|
|
2021
Q4 | – | Sell |
-4
| Closed | – | – | 146 |
|
|
2021
Q3 | $0 | Hold |
4
| – | – | ﹤0.01% | 579 |
|
|
2021
Q2 | $0 | Hold |
4
| – | – | ﹤0.01% | 568 |
|
|
2021
Q1 | $0 | Hold |
4
| – | – | ﹤0.01% | 568 |
|
|
2020
Q4 | $0 | Buy |
+4
| New | – | ﹤0.01% | 479 |
|
|
2020
Q3 | – | Sell |
-3
| Closed | – | – | 106 |
|
|
2020
Q2 | $0 | Hold |
3
| – | – | ﹤0.01% | 473 |
|
|
2020
Q1 | $0 | Hold |
3
| – | – | ﹤0.01% | 444 |
|
|
2019
Q4 | $0 | Hold |
3
| – | – | ﹤0.01% | 445 |
|
|
2019
Q3 | $0 | Hold |
3
| – | – | ﹤0.01% | 448 |
|
|
2019
Q2 | $0 | Sell |
3
-206
| -99% | – | ﹤0.01% | 443 |
|
|
2019
Q1 | $3 | Buy |
+209
| New | +$3 | ﹤0.01% | 339 |
|