Atria Wealth Solutions’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 | $596K | Buy |
7,148
+2,354
| +49% | +$196K | 0.01% | 836 |
|
|
2025
Q1 | $367K | Hold |
4,794
| – | – | ﹤0.01% | 1360 |
|
|
2024
Q4 | $367K | Sell |
4,794
-8,255
| -63% | -$632K | ﹤0.01% | 1404 |
|
|
2024
Q3 | $1.03M | Sell |
13,049
-1,708
| -12% | -$135K | 0.01% | 899 |
|
|
2024
Q2 | $1.1M | Buy |
14,757
+199
| +1% | +$14.9K | 0.01% | 848 |
|
|
2024
Q1 | $1.07M | Buy |
14,558
+882
| +6% | +$64.8K | 0.01% | 876 |
|
|
2023
Q4 | $944K | Buy |
13,676
+4,135
| +43% | +$286K | 0.01% | 878 |
|
|
2023
Q3 | $606K | Sell |
9,541
-172
| -2% | -$10.9K | 0.01% | 1037 |
|
|
2023
Q2 | $644K | Buy |
9,713
+462
| +5% | +$30.6K | 0.01% | 1036 |
|
|
2023
Q1 | $588K | Sell |
9,251
-369
| -4% | -$23.5K | 0.01% | 1033 |
|
|
2022
Q4 | $575K | Buy |
9,620
+284
| +3% | +$17K | 0.01% | 998 |
|
|
2022
Q3 | $518K | Buy |
9,336
+364
| +4% | +$20.2K | 0.01% | 999 |
|
|
2022
Q2 | $537K | Buy |
8,972
+281
| +3% | +$16.8K | 0.01% | 913 |
|
|
2022
Q1 | $599K | Buy |
+8,691
| New | +$599K | 0.01% | 967 |
|