Capital Investment Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.2K | Sell |
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|
2025
Q2 | $2.25K | Hold |
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|
2025
Q1 | $2.07K | Hold |
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|
2024
Q4 | $2.07K | Sell |
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|
2024
Q3 | $262K | Buy |
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|
2024
Q2 | $248K | Sell |
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|
2024
Q1 | $431K | Sell |
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|
2023
Q4 | $406K | Sell |
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|
2023
Q3 | $396K | Sell |
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|
2023
Q2 | $421K | Hold |
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|
2023
Q1 | $404K | Sell |
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|
2022
Q4 | $480K | Sell |
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|
2022
Q3 | $527K | Buy |
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|
2022
Q2 | $565K | Sell |
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|
2022
Q1 | $1.09M | Sell |
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|
2021
Q4 | $1.16M | Buy |
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|
2021
Q3 | $1.1M | Sell |
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|
2021
Q2 | $1.13M | Buy |
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|
2021
Q1 | $1.07M | Buy |
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|
2020
Q4 | $1.01M | Buy |
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|
2020
Q3 | $884K | Buy |
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|
2020
Q2 | $1K | Hold |
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|
2020
Q1 | $1K | Hold |
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|
2019
Q4 | $1K | Hold |
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|
2019
Q3 | $1K | Sell |
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|
2019
Q2 | $2K | Buy |
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|
2019
Q1 | $1K | Hold |
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|
2018
Q4 | $1K | Buy |
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