Clear Perspectives Financial Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $68.2K | Sell |
1,073
-35
| -3% | -$2.23K | 0.04% | 62 |
|
|
2022
Q4 | $66.2K | Sell |
1,108
-597
| -35% | -$35.7K | 0.04% | 68 |
|
|
2022
Q3 | $95K | Sell |
1,705
-2,100
| -55% | -$117K | 0.05% | 61 |
|
|
2022
Q2 | $228K | Sell |
3,805
-635
| -14% | -$38.1K | 0.09% | 50 |
|
|
2022
Q1 | $306K | Sell |
4,440
-532
| -11% | -$36.7K | 0.12% | 44 |
|
|
2021
Q4 | $362K | Sell |
4,972
-237
| -5% | -$17.3K | 0.15% | 45 |
|
|
2021
Q3 | $364K | Sell |
5,209
-414
| -7% | -$28.9K | 0.16% | 45 |
|
|
2021
Q2 | $397K | Sell |
5,623
-1,463
| -21% | -$103K | 0.19% | 46 |
|
|
2021
Q1 | $474K | Sell |
7,086
-305
| -4% | -$20.4K | 0.27% | 37 |
|
|
2020
Q4 | $474K | Buy |
+7,391
| New | +$474K | 0.3% | 36 |
|