BBA
Braun-Bostich & Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-3,205
| Closed | -$221K | – | 127 |
|
|
2023
Q4 | $221K | Buy |
+3,205
| New | +$221K | 0.2% | 116 |
|
|
2020
Q4 | – | Sell |
-1,624
| Closed | -$94K | – | 74 |
|
|
2020
Q3 | $94K | Buy |
1,624
+191
| +13% | +$11.1K | 0.09% | 126 |
|
|
2020
Q2 | $79K | Buy |
1,433
+27
| +2% | +$1.49K | 0.08% | 113 |
|
|
2020
Q1 | $65K | Buy |
1,406
+364
| +35% | +$16.8K | 0.08% | 122 |
|
|
2019
Q4 | $61K | Buy |
+1,042
| New | +$61K | 0.06% | 141 |
|
|
2019
Q3 | – | Sell |
-538
| Closed | -$30K | – | 96 |
|
|
2019
Q2 | $30K | Buy |
538
+162
| +43% | +$9.03K | 0.03% | 212 |
|
|
2019
Q1 | $20K | Sell |
376
-2,559
| -87% | -$136K | 0.02% | 244 |
|
|
2018
Q4 | $142K | Buy |
2,935
+10
| +0.3% | +$484 | 0.15% | 113 |
|
|
2018
Q3 | $160K | Sell |
2,925
-1,011
| -26% | -$55.3K | 0.15% | 108 |
|
|
2018
Q2 | $210K | Sell |
3,936
-77
| -2% | -$4.11K | 0.21% | 98 |
|
|
2018
Q1 | $215K | Buy |
4,013
+426
| +12% | +$22.8K | 0.19% | 104 |
|
|
2017
Q4 | $193K | Buy |
+3,587
| New | +$193K | 0.16% | 112 |
|