Peachtree Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $223K | Buy |
4,594
+170
| +4% | +$8.25K | 0.17% | 69 |
|
|
2018
Q3 | $242K | Hold |
4,424
| – | – | 0.17% | 71 |
|
|
2018
Q2 | $236K | Hold |
4,424
| – | – | 0.17% | 71 |
|
|
2018
Q1 | $237K | Buy |
4,424
+575
| +15% | +$30.8K | 0.18% | 73 |
|
|
2017
Q4 | $207K | Sell |
3,849
-10
| -0.3% | -$538 | 0.16% | 77 |
|
|
2017
Q3 | $207K | Sell |
3,859
-75
| -2% | -$4.02K | 0.18% | 76 |
|
|
2017
Q2 | $204K | Buy |
+3,934
| New | +$204K | 0.17% | 80 |
|
|
2015
Q3 | – | Sell |
-2,480
| Closed | -$118K | – | 110 |
|
|
2015
Q2 | $118K | Buy |
2,480
+1,590
| +179% | +$75.7K | 0.09% | 142 |
|
|
2015
Q1 | $42K | Buy |
890
+440
| +98% | +$20.8K | 0.03% | 208 |
|
|
2014
Q4 | $21K | Hold |
450
| – | – | 0.01% | 258 |
|
|
2014
Q3 | $21K | Buy |
+450
| New | +$21K | 0.01% | 265 |
|