Patten Group’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
Q1 | – | Sell |
-38
| Closed | -$2K | – | 210 |
|
|
2018
Q4 | $2K | Hold |
38
| – | – | ﹤0.01% | 528 |
|
|
2018
Q3 | $2K | Sell |
38
-35
| -48% | -$1.84K | ﹤0.01% | 641 |
|
|
2018
Q2 | $4K | Hold |
73
| – | – | ﹤0.01% | 595 |
|
|
2018
Q1 | $4K | Hold |
73
| – | – | ﹤0.01% | 519 |
|
|
2017
Q4 | $4K | Hold |
73
| – | – | ﹤0.01% | 544 |
|
|
2017
Q3 | $4K | Buy |
+73
| New | +$4K | ﹤0.01% | 537 |
|