Cassia Capital Partners’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
2022
Q3
Sell
2022
Q2
$497K Sell
2022
Q1
$653K Sell
2021
Q4
$716K Buy
2021
Q3
Sell
2021
Q2
$594K Buy
2021
Q1
$539K Buy