Clear Perspectives Financial Planning’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Clear Perspectives Financial Planning’s Portfolio AOA Stock Details AOA Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	$68.2K	Sell
2022 Q4	$66.2K	Sell
2022 Q3	$95K	Sell
2022 Q2	$228K	Sell
2022 Q1	$306K	Sell
2021 Q4	$362K	Sell
2021 Q3	$364K	Sell
2021 Q2	$397K	Sell
2021 Q1	$474K	Sell
2020 Q4	$474K	Buy