Addison Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.34K | Hold |
100
| – | – | ﹤0.01% | 643 |
|
|
2025
Q1 | $7.65K | Buy |
100
+37
| +59% | +$2.83K | ﹤0.01% | 621 |
|
|
2024
Q4 | $4.83K | Hold |
63
| – | – | ﹤0.01% | 679 |
|
|
2024
Q3 | $4.97K | Hold |
63
| – | – | ﹤0.01% | 669 |
|
|
2024
Q2 | $4.71K | Hold |
63
| – | – | ﹤0.01% | 643 |
|
|
2024
Q1 | $4.63K | Buy |
63
+11
| +21% | +$808 | ﹤0.01% | 573 |
|
|
2023
Q4 | $3.59K | Hold |
52
| – | – | ﹤0.01% | 591 |
|
|
2023
Q3 | $3.3K | Buy |
+52
| New | +$3.3K | ﹤0.01% | 563 |
|