Concord Wealth Partners’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
|
|||||
|
2025
Q2 | $79.5K | Sell |
|
|||||
|
2025
Q1 | $73K | Sell |
|
|||||
|
2024
Q4 | $73.3K | Buy |
|
|||||
|
2024
Q3 | $74.7K | Buy |
|
|||||
|
2024
Q2 | $70.5K | Buy |
|
|||||
|
2024
Q1 | $69.1K | Sell |
|
|||||
|
2023
Q4 | $65K | Buy |
|
|||||
|
2023
Q3 | $59.3K | Buy |
|
|||||
|
2023
Q2 | $61.6K | Buy |
|
|||||
|
2023
Q1 | $58.8K | Sell |
|
|||||
|
2022
Q4 | $55.4K | Buy |
|
|||||
|
2022
Q3 | – | Sell |
|
|||||
|
2022
Q2 | $55K | Sell |
|
|||||
|
2022
Q1 | $72K | Buy |
|
|||||
|
2021
Q4 | $75K | Buy |
|
|||||
|
2021
Q3 | $7K | Buy |
|
|||||
|
2021
Q2 | $2K | Buy |
|
|||||
|
2021
Q1 | – | Sell |
|
|||||
|
2020
Q4 | $1K | Buy |
|