BWS
BCR Wealth Strategies’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-876
| Closed | -$49K | – | 23 |
|
|
2022
Q3 | $49K | Buy |
876
+28
| +3% | +$1.57K | 0.05% | 40 |
|
|
2022
Q2 | $51K | Buy |
848
+27
| +3% | +$1.62K | 0.05% | 39 |
|
|
2022
Q1 | $57K | Buy |
821
+20
| +2% | +$1.39K | 0.05% | 36 |
|
|
2021
Q4 | $58K | Buy |
+801
| New | +$58K | 0.05% | 38 |
|