OptiFour Integrated Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $535K | Hold |
9,223
| – | – | 0.37% | 37 |
|
|
2019
Q3 | $507K | Hold |
9,223
| – | – | 0.36% | 38 |
|
|
2019
Q2 | $509K | Hold |
9,223
| – | – | 0.36% | 40 |
|
|
2019
Q1 | $494K | Hold |
9,223
| – | – | 0.4% | 26 |
|
|
2018
Q4 | $448K | Hold |
9,223
| – | – | 0.41% | 25 |
|
|
2018
Q3 | $504K | Hold |
9,223
| – | – | 0.42% | 30 |
|
|
2018
Q2 | $493K | Hold |
9,223
| – | – | 0.43% | 28 |
|
|
2018
Q1 | $493K | Hold |
9,223
| – | – | 0.41% | 32 |
|
|
2017
Q4 | $497K | Buy |
+9,223
| New | +$497K | 0.42% | 33 |
|