Atlas Private Wealth Advisors’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $334K | Sell |
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|
2025
Q1 | $307K | Sell |
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|
2024
Q4 | $372K | Buy |
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|
2024
Q3 | $341K | Buy |
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|
2024
Q2 | $290K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $223K | Sell |
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|
2023
Q2 | $254K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $1.64M | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $162K | Sell |
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|
2021
Q2 | $184K | Buy |
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|
2021
Q1 | $140K | Buy |
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|
2020
Q4 | $126K | Buy |
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|
2020
Q3 | $113K | Buy |
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|
2020
Q2 | $102K | Buy |
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