Lincoln National Corp’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-13,060
| Closed | -$959K | – | 67 |
|
|
2024
Q1 | $959K | Hold |
13,060
| – | – | 0.02% | 529 |
|
|
2023
Q4 | $902K | Sell |
13,060
-955
| -7% | -$65.9K | 0.02% | 489 |
|
|
2023
Q3 | $890K | Buy |
14,015
+101
| +0.7% | +$6.41K | 0.02% | 435 |
|
|
2023
Q2 | $923K | Buy |
13,914
+438
| +3% | +$29.1K | 0.02% | 438 |
|
|
2023
Q1 | $857K | Sell |
13,476
-1,415
| -10% | -$90K | 0.02% | 427 |
|
|
2022
Q4 | $890K | Sell |
14,891
-733
| -5% | -$43.8K | 0.02% | 381 |
|
|
2022
Q3 | $866K | Buy |
15,624
+127
| +0.8% | +$7.04K | 0.02% | 357 |
|
|
2022
Q2 | $928K | Buy |
15,497
+36
| +0.2% | +$2.16K | 0.02% | 347 |
|
|
2022
Q1 | $1.07M | Hold |
15,461
| – | – | 0.02% | 345 |
|
|
2021
Q4 | $1.13M | Buy |
15,461
+146
| +1% | +$10.6K | 0.02% | 321 |
|
|
2021
Q3 | $1.07M | Buy |
15,315
+79
| +0.5% | +$5.51K | 0.02% | 318 |
|
|
2021
Q2 | $1.08M | Buy |
15,236
+24
| +0.2% | +$1.7K | 0.02% | 304 |
|
|
2021
Q1 | $1.02M | Hold |
15,212
| – | – | 0.03% | 290 |
|
|
2020
Q4 | $976K | Buy |
15,212
+134
| +0.9% | +$8.6K | 0.03% | 286 |
|
|
2020
Q3 | $875K | Sell |
15,078
-130
| -0.9% | -$7.54K | 0.03% | 278 |
|
|
2020
Q2 | $835K | Sell |
15,208
-982
| -6% | -$53.9K | 0.03% | 283 |
|
|
2020
Q1 | $768K | Buy |
16,190
+144
| +0.9% | +$6.83K | 0.03% | 258 |
|
|
2019
Q4 | $931K | Buy |
16,046
+11,858
| +283% | +$688K | 0.03% | 275 |
|
|
2019
Q3 | $230K | Buy |
+4,188
| New | +$230K | 0.01% | 510 |
|