Stonehearth Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
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|
2019
Q4 | $310K | Buy |
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|
2019
Q3 | $290K | Sell |
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|
2019
Q2 | $374K | Sell |
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|
2019
Q1 | $417K | Sell |
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|
2018
Q4 | $449K | Sell |
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|
2018
Q3 | $521K | Sell |
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|
2018
Q2 | $553K | Sell |
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|
2018
Q1 | $885K | Buy |
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|
2017
Q4 | $876K | Sell |
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|
2017
Q3 | $874K | Buy |
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|
2017
Q2 | $839K | Buy |
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|
2017
Q1 | $758K | Buy |
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|
2016
Q4 | $688K | Sell |
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|
2016
Q3 | $745K | Sell |
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|
2016
Q2 | $787K | Buy |
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|
2016
Q1 | $718K | Sell |
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|
2015
Q4 | $733K | Sell |
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|
2015
Q3 | $728K | Sell |
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|
2015
Q2 | $902K | Sell |
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|
2015
Q1 | $922K | Sell |
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|
2014
Q4 | $906K | Buy |
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