LifePlan Financial Group’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
Q3 | $61K | Buy |
1,049
+4
| +0.4% | +$233 | 0.03% | 231 |
|
|
2020
Q2 | $57K | Buy |
1,045
+2
| +0.2% | +$109 | 0.03% | 232 |
|
|
2020
Q1 | $50K | Hold |
1,043
| – | – | 0.03% | 222 |
|
|
2019
Q4 | $60K | Buy |
1,043
+656
| +170% | +$37.7K | 0.03% | 224 |
|
|
2019
Q3 | $21K | Buy |
387
+4
| +1% | +$217 | 0.01% | 341 |
|
|
2019
Q2 | $21K | Buy |
383
+5
| +1% | +$274 | 0.01% | 334 |
|
|
2019
Q1 | $20K | Sell |
378
-76
| -17% | -$4.02K | 0.01% | 345 |
|
|
2018
Q4 | $22K | Sell |
454
-750
| -62% | -$36.3K | 0.01% | 318 |
|
|
2018
Q3 | $66K | Buy |
1,204
+38
| +3% | +$2.08K | 0.04% | 224 |
|
|
2018
Q2 | $62K | Buy |
1,166
+93
| +9% | +$4.95K | 0.03% | 220 |
|
|
2018
Q1 | $57K | Buy |
+1,073
| New | +$57K | 0.03% | 215 |
|