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

Lake Point Wealth Management’s Portfolio AOA Stock Details AOA Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	$8K	Hold
2022 Q1	$9K	Sell
2021 Q4	$26K	Buy
2021 Q3	$19K	Buy
2021 Q2	$18K	Buy
2020 Q1	$10K	Hold
2019 Q4	$12K	Buy
2019 Q2	$23K	Hold
2019 Q1	$23K	Buy
2018 Q4	$20K	Buy