Kovack Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-7,467
| Closed | -$433K | – | 455 |
|
|
2019
Q4 | $433K | Buy |
7,467
+63
| +0.9% | +$3.65K | 0.08% | 272 |
|
|
2019
Q3 | $407K | Hold |
7,404
| – | – | 0.08% | 270 |
|
|
2019
Q2 | $408K | Hold |
7,404
| – | – | 0.09% | 245 |
|
|
2019
Q1 | $396K | Hold |
7,404
| – | – | 0.1% | 238 |
|
|
2018
Q4 | $359K | Buy |
+7,404
| New | +$359K | 0.11% | 222 |
|