Atria Investments’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
Q1 | – | Sell |
-4,799
| Closed | -$368K | – | 1896 |
|
|
2024
Q4 | $368K | Buy |
+4,799
| New | +$368K | ﹤0.01% | 1478 |
|
|
2022
Q2 | – | Sell |
-28,597
| Closed | -$1.97M | – | 754 |
|
|
2022
Q1 | $1.97M | Buy |
+28,597
| New | +$1.97M | 0.03% | 575 |
|
|
2019
Q3 | – | Sell |
-4,334
| Closed | -$230K | – | 856 |
|
|
2019
Q2 | $230K | Buy |
+4,334
| New | +$230K | 0.01% | 848 |
|