Sowell Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-1,847
| Closed | -$129K | – | 620 |
|
|
2021
Q1 | $129K | Buy |
1,847
+629
| +52% | +$43.9K | ﹤0.01% | 1259 |
|
|
2020
Q4 | $78K | Buy |
1,218
+37
| +3% | +$2.37K | ﹤0.01% | 1246 |
|
|
2020
Q3 | $68K | Buy |
1,181
+19
| +2% | +$1.09K | ﹤0.01% | 1106 |
|
|
2020
Q2 | $64K | Sell |
1,162
-1,014
| -47% | -$55.8K | ﹤0.01% | 1099 |
|
|
2020
Q1 | $103K | Buy |
2,176
+57
| +3% | +$2.7K | 0.01% | 828 |
|
|
2019
Q4 | $123K | Buy |
2,119
+64
| +3% | +$3.72K | 0.01% | 847 |
|
|
2019
Q3 | $113K | Buy |
+2,055
| New | +$113K | 0.01% | 791 |
|