Concourse Financial Group Securities’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
Q1 | – | Sell |
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|
2024
Q4 | $9.57K | Hold |
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|
2024
Q3 | $9.63K | Hold |
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|
2024
Q2 | $9.12K | Hold |
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|
2024
Q1 | $8.96K | Hold |
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|
2023
Q4 | $8.42K | Hold |
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|
2023
Q3 | $7.75K | Hold |
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|
2023
Q2 | $8.09K | Sell |
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|
2023
Q1 | $12.7K | Hold |
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|
2022
Q4 | $11.9K | Hold |
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|
2022
Q3 | $11K | Hold |
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|
2022
Q2 | $12K | Hold |
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|
2022
Q1 | $14K | Sell |
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|
2021
Q4 | $336K | Hold |
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|
2021
Q3 | $323K | Sell |
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|
2021
Q2 | $334K | Buy |
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|
2021
Q1 | $302K | Hold |
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|
2020
Q4 | $289K | Hold |
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|
2020
Q3 | $261K | Hold |
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|
2020
Q2 | $247K | Buy |
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|
2020
Q1 | $204K | Sell |
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|
2019
Q4 | $298K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $289K | Hold |
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|
2019
Q1 | $280K | Hold |
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|
2018
Q4 | $256K | Buy |
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|
2018
Q3 | $223K | Buy |
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