Beacon Capital Management LLC (Tennessee)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-195
| Closed | -$12.4K | – | 1066 |
|
|
2023
Q4 | $12.4K | Hold |
195
| – | – | ﹤0.01% | 469 |
|
|
2023
Q3 | $12.9K | Hold |
195
| – | – | ﹤0.01% | 489 |
|
|
2023
Q2 | $12.9K | Hold |
195
| – | – | ﹤0.01% | 489 |
|
|
2023
Q1 | $12.4K | Hold |
195
| – | – | ﹤0.01% | 451 |
|
|
2022
Q4 | $11.7K | Hold |
195
| – | – | ﹤0.01% | 475 |
|
|
2022
Q3 | $12K | Hold |
195
| – | – | ﹤0.01% | 435 |
|
|
2022
Q2 | $13K | Hold |
195
| – | – | ﹤0.01% | 476 |
|
|
2022
Q1 | $13K | Buy |
+195
| New | +$13K | ﹤0.01% | 476 |
|