Strategic Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-1
| Closed | – | – | 156 |
|
|
2019
Q3 | $0 | Hold |
1
| – | – | ﹤0.01% | 724 |
|
|
2019
Q2 | $0 | Hold |
1
| – | – | ﹤0.01% | 731 |
|
|
2019
Q1 | $0 | Hold |
1
| – | – | ﹤0.01% | 766 |
|
|
2018
Q4 | $0 | Hold |
1
| – | – | ﹤0.01% | 681 |
|
|
2018
Q3 | $0 | Hold |
1
| – | – | ﹤0.01% | 636 |
|
|
2018
Q2 | $0 | Buy |
+1
| New | – | ﹤0.01% | 745 |
|