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

Lenox Wealth Management’s Portfolio AOA Stock Details AOA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q2 		$2K Hold
40
– – ﹤0.01% 631
2020
Q1 		$1K Hold
40
– – ﹤0.01% 646
2019
Q4 		$2K Hold
40
– – ﹤0.01% 636
2019
Q3 		$2K Hold
40
– – ﹤0.01% 618
2019
Q2 		$2K Hold
40
– – ﹤0.01% 587
2019
Q1 		$2K Buy
+40
New +$2K ﹤0.01% 602