Rehmann Capital Advisory 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
Q3 | – | Sell |
-570
| Closed | -$31.5K | – | 1702 |
|
|
2019
Q2 | $31.5K | Buy |
570
+1
| +0.2% | +$55 | ﹤0.01% | 1000 |
|
|
2019
Q1 | $30.5K | Buy |
+569
| New | +$30.5K | ﹤0.01% | 978 |
|
|
2018
Q4 | – | Sell |
-340
| Closed | -$18.6K | – | 1842 |
|
|
2018
Q3 | $18.6K | Buy |
340
+254
| +295% | +$13.9K | ﹤0.01% | 1145 |
|
|
2018
Q2 | $4.62K | Hold |
86
| – | – | ﹤0.01% | 1562 |
|
|
2018
Q1 | $5K | Buy |
+86
| New | +$5K | ﹤0.01% | 1502 |
|