Lake Point Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $8K | Hold |
135
| – | – | ﹤0.01% | 166 |
|
|
2022
Q1 | $9K | Sell |
135
-220
| -62% | -$14.7K | ﹤0.01% | 170 |
|
|
2021
Q4 | $26K | Buy |
355
+82
| +30% | +$6.01K | 0.01% | 102 |
|
|
2021
Q3 | $19K | Buy |
273
+14
| +5% | +$974 | 0.01% | 109 |
|
|
2021
Q2 | $18K | Buy |
+259
| New | +$18K | 0.01% | 125 |
|
|
2020
Q1 | $10K | Hold |
205
| – | – | 0.01% | 106 |
|
|
2019
Q4 | $12K | Buy |
+205
| New | +$12K | ﹤0.01% | 250 |
|
|
2019
Q2 | $23K | Hold |
411
| – | – | 0.01% | 221 |
|
|
2019
Q1 | $23K | Buy |
411
+1
| +0.2% | +$56 | 0.01% | 221 |
|
|
2018
Q4 | $20K | Buy |
+410
| New | +$20K | 0.01% | 347 |
|