BSWM
Boston Standard Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $658K | Buy |
7,887
+756
| +11% | +$63.1K | 0.12% | 30 |
|
|
2025
Q1 | $533K | Sell |
7,131
-129
| -2% | -$9.64K | 0.12% | 30 |
|
|
2024
Q4 | $556K | Buy |
7,260
+141
| +2% | +$10.8K | 0.11% | 30 |
|
|
2024
Q3 | $562K | Sell |
7,119
-12
| -0.2% | -$947 | 0.11% | 31 |
|
|
2024
Q2 | $533K | Sell |
7,131
-91
| -1% | -$6.8K | 0.12% | 30 |
|
|
2024
Q1 | $531K | Sell |
7,222
-199
| -3% | -$14.6K | 0.12% | 31 |
|
|
2023
Q4 | $471K | Hold |
7,421
| – | – | 0.12% | 31 |
|
|
2023
Q3 | $471K | Buy |
7,421
+28
| +0.4% | +$1.78K | 0.12% | 31 |
|
|
2023
Q2 | $490K | Buy |
7,393
+153
| +2% | +$10.1K | 0.13% | 31 |
|
|
2023
Q1 | $460K | Buy |
7,240
+528
| +8% | +$33.5K | 0.13% | 30 |
|
|
2022
Q4 | $401K | Sell |
6,712
-14
| -0.2% | -$836 | 0.12% | 32 |
|
|
2022
Q3 | $373K | Buy |
6,726
+112
| +2% | +$6.21K | 0.13% | 29 |
|
|
2022
Q2 | $399K | Buy |
6,614
+273
| +4% | +$16.5K | 0.13% | 29 |
|
|
2022
Q1 | $437K | Buy |
6,341
+257
| +4% | +$17.7K | 0.13% | 30 |
|
|
2021
Q4 | $443K | Sell |
6,084
-18
| -0.3% | -$1.31K | 0.12% | 30 |
|
|
2021
Q3 | $426K | Buy |
6,102
+1
| +0% | +$70 | 0.13% | 30 |
|
|
2021
Q2 | $431K | Sell |
6,101
-188
| -3% | -$13.3K | 0.13% | 29 |
|
|
2021
Q1 | $420K | Sell |
6,289
-323
| -5% | -$21.6K | 0.14% | 29 |
|
|
2020
Q4 | $424K | Sell |
6,612
-254
| -4% | -$16.3K | 0.16% | 27 |
|
|
2020
Q3 | $398K | Sell |
6,866
-132
| -2% | -$7.65K | 0.17% | 27 |
|
|
2020
Q2 | $384K | Sell |
6,998
-103
| -1% | -$5.65K | 0.17% | 27 |
|
|
2020
Q1 | $327K | Buy |
7,101
+12
| +0.2% | +$553 | 0.18% | 27 |
|
|
2019
Q4 | $411K | Sell |
7,089
-20
| -0.3% | -$1.16K | 0.18% | 26 |
|
|
2019
Q3 | $390K | Sell |
7,109
-684
| -9% | -$37.5K | 0.19% | 23 |
|
|
2019
Q2 | $428K | Buy |
7,793
+93
| +1% | +$5.11K | 0.21% | 25 |
|
|
2019
Q1 | $416K | Sell |
7,700
-256,554
| -97% | -$13.9M | 0.22% | 25 |
|
|
2018
Q4 | $386K | Buy |
264,254
+256,089
| +3,136% | +$374K | 0.23% | 22 |
|
|
2018
Q3 | $444K | Buy |
+8,165
| New | +$444K | 0.24% | 21 |
|
|
2018
Q1 | $403K | Buy |
7,525
+181
| +2% | +$9.69K | 0.25% | 25 |
|
|
2017
Q4 | $396K | Sell |
7,344
-562
| -7% | -$30.3K | 0.25% | 24 |
|
|
2017
Q3 | $424K | Buy |
7,906
+46
| +0.6% | +$2.47K | 0.28% | 16 |
|
|
2017
Q2 | $407K | Sell |
7,860
-1,337
| -15% | -$69.2K | 0.28% | 17 |
|
|
2017
Q1 | $459K | Sell |
9,197
-1,047
| -10% | -$52.3K | 0.35% | 17 |
|
|
2016
Q4 | $484K | Buy |
10,244
+227
| +2% | +$10.7K | 0.38% | 18 |
|
|
2016
Q3 | $476K | Buy |
10,017
+66
| +0.7% | +$3.14K | 0.38% | 19 |
|
|
2016
Q2 | $456K | Buy |
9,951
+171
| +2% | +$7.84K | 0.4% | 20 |
|
|
2016
Q1 | $444K | Buy |
+9,780
| New | +$444K | 0.41% | 20 |
|
|
2015
Q4 | – | Sell |
-8,992
| Closed | -$386K | – | 20 |
|
|
2015
Q3 | $386K | Buy |
8,992
+543
| +6% | +$23.3K | 0.38% | 21 |
|
|
2015
Q2 | $399K | Buy |
8,449
+331
| +4% | +$15.6K | 0.37% | 21 |
|
|
2015
Q1 | $392K | Buy |
8,118
+776
| +11% | +$37.5K | 0.37% | 22 |
|
|
2014
Q4 | $336K | Buy |
+7,342
| New | +$336K | 0.33% | 22 |
|