Cetera Advisor Networks’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $283K | Buy |
3,856
+83
| +2% | +$6.1K | ﹤0.01% | 2334 |
|
|
2023
Q4 | $261K | Buy |
+3,773
| New | +$261K | ﹤0.01% | 2338 |
|
|
2020
Q3 | – | Sell |
-572
| Closed | -$31K | – | 1306 |
|
|
2020
Q2 | $31K | Buy |
+572
| New | +$31K | ﹤0.01% | 2159 |
|
|
2019
Q2 | – | Sell |
-27,866
| Closed | -$1.49M | – | 1197 |
|
|
2019
Q1 | $1.49M | Buy |
27,866
+38
| +0.1% | +$2.04K | 0.05% | 309 |
|
|
2018
Q4 | $1.35M | Sell |
27,828
-788
| -3% | -$38.3K | 0.05% | 299 |
|
|
2018
Q3 | $1.56M | Sell |
28,616
-3,531
| -11% | -$193K | 0.05% | 294 |
|
|
2018
Q2 | $1.72M | Buy |
32,147
+14
| +0% | +$747 | 0.09% | 194 |
|
|
2018
Q1 | $1.72M | Sell |
32,133
-176
| -0.5% | -$9.42K | 0.08% | 213 |
|
|
2017
Q4 | $1.74M | Sell |
32,309
-466
| -1% | -$25.1K | 0.07% | 231 |
|
|
2017
Q3 | $1.76M | Buy |
32,775
+2,214
| +7% | +$119K | 0.08% | 212 |
|
|
2017
Q2 | $1.58M | Buy |
30,561
+320
| +1% | +$16.6K | 0.07% | 233 |
|
|
2017
Q1 | $1.51M | Sell |
30,241
-1,215
| -4% | -$60.7K | 0.07% | 237 |
|
|
2016
Q4 | $1.49M | Buy |
31,456
+11,503
| +58% | +$543K | 0.08% | 224 |
|
|
2016
Q3 | $947K | Buy |
19,953
+296
| +2% | +$14K | 0.04% | 394 |
|
|
2016
Q2 | $902K | Buy |
19,657
+660
| +3% | +$30.3K | 0.05% | 312 |
|
|
2016
Q1 | $861K | Sell |
18,997
-954
| -5% | -$43.2K | 0.05% | 315 |
|
|
2015
Q4 | $895K | Sell |
19,951
-85
| -0.4% | -$3.81K | 0.06% | 297 |
|
|
2015
Q3 | $874K | Buy |
20,036
+3,245
| +19% | +$142K | 0.06% | 290 |
|
|
2015
Q2 | $798K | Hold |
16,791
| – | – | 0.05% | 325 |
|
|
2015
Q1 | $798K | Buy |
16,791
+607
| +4% | +$28.8K | 0.05% | 326 |
|
|
2014
Q4 | $749K | Sell |
16,184
-2,742
| -14% | -$127K | 0.05% | 333 |
|
|
2014
Q3 | $862K | Sell |
18,926
-1,025
| -5% | -$46.7K | 0.06% | 315 |
|
|
2014
Q2 | $941K | Buy |
19,951
+2,202
| +12% | +$104K | 0.06% | 318 |
|
|
2014
Q1 | $805K | Buy |
17,749
+725
| +4% | +$32.9K | 0.06% | 319 |
|
|
2013
Q4 | $759K | Buy |
17,024
+168
| +1% | +$7.49K | 0.06% | 317 |
|
|
2013
Q3 | $708K | Buy |
16,856
+4,624
| +38% | +$194K | 0.06% | 295 |
|
|
2013
Q2 | $489K | Buy |
+12,232
| New | +$489K | 0.05% | 320 |
|