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Charter Oak Capital Management’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Charter Oak Capital Management’s Portfolio AOA Stock Details AOA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-1,064
Closed -$64K – 196
2022
Q2 		$64K Buy
1,064
+91
+9% +$5.79K 0.01% 296
2022
Q1 		$67K Buy
973
+162
+20% +$11.2K 0.01% 310
2021
Q4 		$59K Buy
811
+213
+36% +$15.4K 0.01% 332
2021
Q3 		$42K Buy
598
+4
+0.7% +$285 0.01% 348
2021
Q2 		$42K Buy
594
+43
+8% +$2.99K 0.01% 337
2021
Q1 		$37K Buy
551
+62
+13% +$4.09K 0.01% 351
2020
Q4 		$31K Buy
+489
New +$29.9K ﹤0.01% 361

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