Beam Wealth Advisors’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
2021
Q4
Sell
-3,650
Closed -$255K 91
2021
Q3
$255K Buy
+3,650
New +$255K 0.22% 112