Midwest Professional Planners Ltd (MPPL)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-4,109
| Closed | -$264K | – | 84 |
|
|
2020
Q4 | $264K | Buy |
4,109
+288
| +8% | +$18.5K | 0.16% | 98 |
|
|
2020
Q3 | $222K | Buy |
3,821
+28
| +0.7% | +$1.63K | 0.16% | 98 |
|
|
2020
Q2 | $208K | Buy |
+3,793
| New | +$208K | 0.16% | 98 |
|
|
2020
Q1 | – | Sell |
-3,623
| Closed | -$210K | – | 82 |
|
|
2019
Q4 | $210K | Sell |
3,623
-733
| -17% | -$42.5K | 0.17% | 91 |
|
|
2019
Q3 | $239K | Buy |
4,356
+651
| +18% | +$35.7K | 0.21% | 79 |
|
|
2019
Q2 | $204K | Sell |
3,705
-1,100
| -23% | -$60.6K | 0.19% | 88 |
|
|
2019
Q1 | $257K | Buy |
4,805
+66
| +1% | +$3.53K | 0.25% | 77 |
|
|
2018
Q4 | $230K | Buy |
+4,739
| New | +$230K | 0.25% | 75 |
|
|
2018
Q3 | – | Sell |
-2,589
| Closed | -$138K | – | 96 |
|
|
2018
Q2 | $138K | Sell |
2,589
-450
| -15% | -$24K | 0.12% | 104 |
|
|
2018
Q1 | $163K | Sell |
3,039
-59
| -2% | -$3.17K | 0.15% | 98 |
|
|
2017
Q4 | $167K | Buy |
+3,098
| New | +$167K | 0.15% | 98 |
|