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Plante Moran Financial Advisors’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Plante Moran Financial Advisors’s Portfolio AOA Stock Details AOA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-261
Closed -$14K – 746
2019
Q3 		$14K Hold
261
– – ﹤0.01% 543
2019
Q2 		$14K Hold
261
– – ﹤0.01% 520
2019
Q1 		$14K Hold
261
– – ﹤0.01% 513
2018
Q4 		$13K Hold
261
– – ﹤0.01% 467
2018
Q3 		$14K Buy
+261
New +$14K ﹤0.01% 457