Bartlett & Co’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
2023
Q4
$10K Buy
+142
New +$10K ﹤0.01% 993
2018
Q1
Sell
-84
Closed -$5K 727
2017
Q4
$5K Hold
84
﹤0.01% 629
2017
Q3
$5K Buy
+84
New +$5K ﹤0.01% 612