Baystate Wealth Management’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
2022
Q3
Hold
0
887
2022
Q2
Hold
0
903
2020
Q4
Sell
-1
Closed 676
2020
Q3
$0 Hold
1
﹤0.01% 636
2020
Q2
$0 Hold
1
﹤0.01% 652
2020
Q1
$0 Hold
1
﹤0.01% 598
2019
Q4
$0 Buy
+1
New ﹤0.01% 619