Sargent Bickham Lagudis’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $425K | Hold |
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|
2022
Q3 | $394K | Hold |
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|
2022
Q2 | $426K | Hold |
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|
2022
Q1 | $490K | Hold |
|
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|
2021
Q4 | $518K | Hold |
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|
2021
Q3 | $496K | Hold |
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|
2021
Q2 | $502K | Hold |
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|
2021
Q1 | $476K | Hold |
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|
2020
Q4 | $456K | Hold |
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|
2020
Q3 | $412K | Hold |
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|
2020
Q2 | $390K | Hold |
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|
2020
Q1 | $338K | Hold |
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|
2019
Q4 | $412K | Hold |
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|
2019
Q3 | $391K | Hold |
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|
2019
Q2 | $392K | Hold |
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|
2019
Q1 | $381K | Hold |
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|
2018
Q4 | $345K | Hold |
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|
2018
Q3 | $389K | Hold |
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|
2018
Q2 | $380K | Hold |
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|
2018
Q1 | $380K | Hold |
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|
2017
Q4 | $383K | Hold |
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|
2017
Q3 | $381K | Hold |
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|
2017
Q2 | $368K | Hold |
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|
2017
Q1 | $355K | Hold |
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|
2016
Q4 | $336K | Hold |
|
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|
2016
Q3 | $338 | Hold |
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|
2016
Q2 | $326K | Hold |
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|
2016
Q1 | $322K | Buy |
|