Continuum Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-450
| Closed | -$34.4K | – | 471 |
|
|
2025
Q1 | $34.4K | Hold |
450
| – | – | ﹤0.01% | 762 |
|
|
2024
Q4 | $34.5K | Sell |
450
-190
| -30% | -$14.6K | ﹤0.01% | 740 |
|
|
2024
Q3 | $49.9K | Buy |
640
+190
| +42% | +$14.8K | 0.01% | 661 |
|
|
2024
Q2 | $33.7K | Hold |
450
| – | – | ﹤0.01% | 690 |
|
|
2024
Q1 | $32.9K | Buy |
+450
| New | +$32.9K | ﹤0.01% | 682 |
|