ARQ 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
Q2 | – | Sell |
-27,113
| Closed | -$1.82M | – | 50 |
|
|
2021
Q1 | $1.82M | Buy |
27,113
+1,898
| +8% | +$127K | 1.17% | 20 |
|
|
2020
Q4 | $1.62M | Buy |
25,215
+3,260
| +15% | +$209K | 1.02% | 21 |
|
|
2020
Q3 | $1.27M | Sell |
21,955
-3,117
| -12% | -$181K | 1.23% | 20 |
|
|
2020
Q2 | $1.38M | Sell |
25,072
-620
| -2% | -$34K | 1.34% | 19 |
|
|
2020
Q1 | $1.22M | Buy |
+25,692
| New | +$1.22M | 1.39% | 21 |
|