Rowland Carmichael 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $1.2M | Sell |
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|
2020
Q3 | $1.1M | Sell |
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|
2020
Q2 | $1.11M | Buy |
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|
2020
Q1 | $954K | Buy |
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|
2019
Q4 | $968K | Buy |
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|
2019
Q3 | $796K | Buy |
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|
2019
Q2 | $714K | Buy |
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|
2019
Q1 | $508K | Buy |
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|
2018
Q4 | $78K | Sell |
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|
2018
Q3 | $131K | Buy |
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|
2018
Q2 | $99K | Buy |
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|
2018
Q1 | $64K | Sell |
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|
2017
Q4 | $70K | Buy |
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|
2017
Q3 | $21K | Hold |
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|
2017
Q2 | $20K | Hold |
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|
2017
Q1 | $19K | Hold |
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|
2016
Q4 | $18K | Sell |
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|
2016
Q3 | $23K | Sell |
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|
2016
Q2 | $127K | Buy |
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|
2016
Q1 | $115K | Buy |
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