Carolinas Wealth Consulting’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-55
| Closed | -$4.21K | – | 47 |
|
|
2025
Q1 | $4.21K | Sell |
55
-1
| -2% | -$77 | ﹤0.01% | 640 |
|
|
2024
Q4 | $4.22K | Buy |
56
+1
| +2% | +$75 | ﹤0.01% | 671 |
|
|
2024
Q3 | $4.32K | Hold |
55
| – | – | ﹤0.01% | 685 |
|
|
2024
Q2 | $4.08K | Buy |
55
+1
| +2% | +$74 | ﹤0.01% | 682 |
|
|
2024
Q1 | $4K | Hold |
54
| – | – | ﹤0.01% | 680 |
|
|
2023
Q4 | $3.76K | Hold |
54
| – | – | ﹤0.01% | 663 |
|
|
2023
Q3 | $3.35K | Hold |
54
| – | – | ﹤0.01% | 663 |
|
|
2023
Q2 | $3.58K | Hold |
54
| – | – | ﹤0.01% | 731 |
|
|
2023
Q1 | $3.43K | Hold |
54
| – | – | ﹤0.01% | 746 |
|
|
2022
Q4 | $3.23K | Hold |
54
| – | – | ﹤0.01% | 753 |
|
|
2022
Q3 | $3K | Hold |
54
| – | – | ﹤0.01% | 703 |
|
|
2022
Q2 | $3K | Hold |
54
| – | – | ﹤0.01% | 706 |
|
|
2022
Q1 | $4K | Hold |
54
| – | – | ﹤0.01% | 712 |
|
|
2021
Q4 | $4K | Hold |
54
| – | – | ﹤0.01% | 720 |
|
|
2021
Q3 | $4K | Hold |
54
| – | – | ﹤0.01% | 685 |
|
|
2021
Q2 | $4K | Hold |
54
| – | – | ﹤0.01% | 714 |
|
|
2021
Q1 | $4K | Sell |
54
-147
| -73% | -$10.9K | ﹤0.01% | 724 |
|
|
2020
Q4 | $13K | Sell |
201
-460
| -70% | -$29.8K | ﹤0.01% | 539 |
|
|
2020
Q3 | $38K | Sell |
661
-312
| -32% | -$17.9K | 0.01% | 312 |
|
|
2020
Q2 | $53K | Buy |
973
+2
| +0.2% | +$109 | 0.02% | 198 |
|
|
2020
Q1 | $45K | Buy |
+971
| New | +$45K | 0.02% | 127 |
|