Patriot Wealth Management’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $1.39M | Sell |
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|
2018
Q3 | $1.68M | Buy |
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|
2018
Q2 | $1.62M | Sell |
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|
2018
Q1 | $1.67M | Buy |
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|
2017
Q4 | $1.66M | Buy |
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|
2017
Q3 | $1.61M | Buy |
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|
2017
Q2 | $1.5M | Buy |
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|
2017
Q1 | $1.4M | Sell |
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|
2016
Q4 | $1.39M | Buy |
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|
2016
Q3 | $1.37M | Buy |
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|
2016
Q2 | $1.19M | Buy |
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|
2016
Q1 | $1.14M | Sell |
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|
2015
Q4 | $1.47M | Buy |
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|
2015
Q3 | $1.38M | Buy |
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|
2015
Q2 | $1.41M | Buy |
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|
2015
Q1 | $1.34M | Buy |
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|
2014
Q4 | $1.18M | Buy |
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|
2014
Q3 | $1.16M | Buy |
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|
2014
Q2 | $1.14M | Buy |
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|
2014
Q1 | $1.02M | Buy |
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|
2013
Q4 | $888K | Buy |
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|
2013
Q3 | $704K | Buy |
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|
2013
Q2 | $658K | Buy |
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