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Legacy Financial Strategies’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
2018
Q2
Sell
-53,416
Closed -$2.86M 93
2018
Q1
$2.86M Buy
53,416
+28,193
+112% +$1.51M 2.79% 8
2017
Q4
$1.36M Buy
+25,223
New +$1.36M 1.45% 14