Shakespeare Wealth Management’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
Q1 | – | Sell |
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|
2021
Q4 | $927K | Sell |
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|
2021
Q3 | $933K | Sell |
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|
2021
Q2 | $966K | Sell |
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|
2021
Q1 | $933K | Sell |
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|
2020
Q4 | $957K | Sell |
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|
2020
Q3 | $1.07M | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $989K | Sell |
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|
2019
Q4 | $1.36M | Sell |
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|
2019
Q3 | $1.31M | Buy |
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|
2019
Q2 | $1.31M | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $1.11M | Sell |
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|
2018
Q3 | $1.28M | Sell |
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|
2018
Q2 | $1.31M | Sell |
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|
2018
Q1 | $1.39M | Buy |
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|
2017
Q4 | $1.28M | Buy |
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