Wealthspire Advisors (Maryland)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-166
| Closed | -$9K | – | 2423 |
|
|
2018
Q3 | $9K | Hold |
166
| – | – | ﹤0.01% | 1544 |
|
|
2018
Q2 | $9K | Hold |
166
| – | – | ﹤0.01% | 1569 |
|
|
2018
Q1 | $9K | Hold |
166
| – | – | ﹤0.01% | 1599 |
|
|
2017
Q4 | $9K | Hold |
166
| – | – | ﹤0.01% | 1618 |
|
|
2017
Q3 | $9K | Hold |
166
| – | – | ﹤0.01% | 1597 |
|
|
2017
Q2 | $9K | Hold |
166
| – | – | ﹤0.01% | 1561 |
|
|
2017
Q1 | $8K | Hold |
166
| – | – | ﹤0.01% | 1395 |
|
|
2016
Q4 | $8K | Hold |
166
| – | – | ﹤0.01% | 1282 |
|
|
2016
Q3 | $8K | Hold |
166
| – | – | ﹤0.01% | 1287 |
|
|
2016
Q2 | $8K | Hold |
166
| – | – | ﹤0.01% | 1235 |
|
|
2016
Q1 | $8K | Buy |
+166
| New | +$8K | ﹤0.01% | 1225 |
|