Arkadios Wealth 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
2021
Q3
Sell
-600
Closed -$42K 1858
2021
Q2
$42K Hold
600
0.01% 977
2021
Q1
$40K Hold
600
0.01% 750
2020
Q4
$38K Buy
+600
New +$38K 0.01% 604