Peachtree Investment Advisors’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 | $223K | Buy |
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|
2018
Q3 | $242K | Hold |
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|
2018
Q2 | $236K | Hold |
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|
2018
Q1 | $237K | Buy |
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|
2017
Q4 | $207K | Sell |
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|
2017
Q3 | $207K | Sell |
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|
2017
Q2 | $204K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $118K | Buy |
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|
2015
Q1 | $42K | Buy |
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|
2014
Q4 | $21K | Hold |
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|
2014
Q3 | $21K | Buy |
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