American Capital Advisory’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 | $73.4K | Hold |
880
| – | – | 0.04% | 150 |
|
|
2025
Q1 | $67.3K | Hold |
880
| – | – | 0.04% | 152 |
|
|
2024
Q4 | $67.4K | Sell |
880
-731
| -45% | -$56K | 0.04% | 145 |
|
|
2024
Q3 | $127K | Buy |
1,611
+133
| +9% | +$10.5K | 0.07% | 115 |
|
|
2024
Q2 | $102K | Sell |
1,478
-494
| -25% | -$34.1K | 0.07% | 117 |
|
|
2024
Q1 | $125K | Buy |
1,972
+494
| +33% | +$31.4K | 0.11% | 104 |
|
|
2023
Q4 | $102K | Buy |
+1,478
| New | +$102K | 0.07% | 117 |
|