Braun-Bostich & Associates’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-3,205	Closed	-$221K	–	127
2023 Q4	$221K	Buy	+3,205	New	+$209K	0.2%	116
2020 Q4	–	Sell	-1,624	Closed	-$94K	–	74
2020 Q3	$94K	Buy	1,624 +191	+13%	+$11K	0.09%	126
2020 Q2	$79K	Buy	1,433 +27	+2%	+$1.41K	0.08%	113
2020 Q1	$65K	Buy	1,406 +364	+35%	+$19.9K	0.08%	122
2019 Q4	$61K	Buy	+1,042	New	+$58.7K	0.06%	141
2019 Q3	–	Sell	-538	Closed	-$30K	–	96
2019 Q2	$30K	Buy	538 +162	+43%	+$8.75K	0.03%	212
2019 Q1	$20K	Sell	376 -2,559	-87%	-$133K	0.02%	244
2018 Q4	$142K	Buy	2,935 +10	+0.3%	+$511	0.15%	113
2018 Q3	$160K	Sell	2,925 -1,011	-26%	-$54.7K	0.15%	108
2018 Q2	$210K	Sell	3,936 -77	-2%	-$4.14K	0.21%	98
2018 Q1	$215K	Buy	4,013 +426	+12%	+$23.3K	0.19%	104
2017 Q4	$193K	Buy	+3,587	New	+$196K	0.16%	112