CGC Financial Services’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 | $9.34K | Hold |
112
| – | – | ﹤0.01% | 217 |
|
|
2025
Q1 | $8.57K | Sell |
112
-155
| -58% | -$11.9K | ﹤0.01% | 209 |
|
|
2024
Q4 | $20.5K | Sell |
267
-4
| -1% | -$306 | 0.01% | 163 |
|
|
2024
Q3 | $21.4K | Hold |
271
| – | – | 0.01% | 159 |
|
|
2024
Q2 | $20.3K | Hold |
271
| – | – | 0.01% | 157 |
|
|
2024
Q1 | $19.9K | Sell |
271
-88
| -25% | -$6.47K | 0.01% | 162 |
|
|
2023
Q4 | $24.8K | Buy |
359
+3
| +0.8% | +$207 | 0.01% | 152 |
|
|
2023
Q3 | $22.6K | Buy |
356
+32
| +10% | +$2.03K | 0.02% | 131 |
|
|
2023
Q2 | $21.5K | Buy |
+324
| New | +$21.5K | 0.01% | 138 |
|