Confluence Wealth Services’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
2022
Q1
Sell
-553
Closed -$40K 293
2021
Q4
$40K Buy
+553
New +$40K 0.01% 524