Ogorek Anthony Joseph’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-4,252
| Closed | -$201K | – | 62 |
|
|
2016
Q4 | $201K | Hold |
4,252
| – | – | 0.17% | 16 |
|
|
2016
Q3 | $201K | Buy |
4,252
+37
| +0.9% | +$1.75K | 0.17% | 16 |
|
|
2016
Q2 | $193K | Sell |
4,215
-271
| -6% | -$12.4K | 0.17% | 16 |
|
|
2016
Q1 | $203K | Buy |
4,486
+411
| +10% | +$18.6K | 0.16% | 16 |
|
|
2015
Q4 | $183K | Sell |
4,075
-346
| -8% | -$15.5K | 0.15% | 19 |
|
|
2015
Q3 | $193K | Buy |
4,421
+17
| +0.4% | +$742 | 0.16% | 17 |
|
|
2015
Q2 | $209K | Sell |
4,404
-165
| -4% | -$7.83K | 0.16% | 17 |
|
|
2015
Q1 | $217K | Buy |
4,569
+241
| +6% | +$11.4K | 0.15% | 17 |
|
|
2014
Q4 | $200K | Buy |
+4,328
| New | +$200K | 0.15% | 19 |
|