Watermark Asset 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
2018
Q4
$394K Buy
2018
Q3
$438K Sell
2018
Q2
$431K Buy
2018
Q1
$341K Buy
2017
Q4
$336K Buy
2017
Q3
$273K Buy
2017
Q2
$254K Sell
2017
Q1
$264K Buy