Lloyd Advisory Services’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 | – | Sell |
-1,433
| Closed | -$99K | – | 92 |
|
|
2022
Q1 | $99K | Buy |
1,433
+215
| +18% | +$14.9K | 0.05% | 163 |
|
|
2021
Q4 | $89K | Buy |
1,218
+17
| +1% | +$1.24K | 0.04% | 139 |
|
|
2021
Q3 | $84K | Buy |
1,201
+32
| +3% | +$2.24K | 0.04% | 131 |
|
|
2021
Q2 | $83K | Buy |
1,169
+25
| +2% | +$1.78K | 0.04% | 126 |
|
|
2021
Q1 | $77K | Sell |
1,144
-95
| -8% | -$6.39K | 0.04% | 114 |
|
|
2020
Q4 | $79K | Buy |
1,239
+25
| +2% | +$1.59K | 0.04% | 94 |
|
|
2020
Q3 | $70K | Buy |
1,214
+33
| +3% | +$1.9K | 0.04% | 90 |
|
|
2020
Q2 | $65K | Buy |
1,181
+23
| +2% | +$1.27K | 0.04% | 93 |
|
|
2020
Q1 | $55K | Buy |
1,158
+3
| +0.3% | +$142 | 0.04% | 82 |
|
|
2019
Q4 | $67K | Buy |
+1,155
| New | +$67K | 0.06% | 104 |
|