Centaurus Financial’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 | $236K | Sell |
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|
2025
Q2 | $229K | Hold |
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|
2025
Q1 | $210K | Buy |
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|
2024
Q4 | $111K | Sell |
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|
2024
Q3 | $115K | Hold |
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|
2024
Q2 | $109K | Buy |
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|
2024
Q1 | $107K | Sell |
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|
2023
Q4 | $104K | Sell |
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|
2023
Q3 | $104K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $109K | Sell |
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|
2022
Q4 | $113K | Sell |
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|
2022
Q3 | $112K | Sell |
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|
2022
Q2 | $128K | Buy |
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|
2022
Q1 | $135K | Sell |
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|
2021
Q4 | $153K | Buy |
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|
2021
Q3 | $141K | Sell |
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|
2021
Q2 | $938K | Buy |
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|
2021
Q1 | $848K | Buy |
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|
2020
Q4 | $394K | Buy |
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|
2020
Q3 | $101K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $129K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $123K | Buy |
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|
2019
Q1 | $2.19K | Buy |
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|
2018
Q4 | $2 | Buy |
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|
2018
Q3 | $566 | Sell |
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|
2018
Q2 | $652K | Buy |
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