Coppell Advisory Solutions’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
Q1 | – | Sell |
-216
| Closed | -$16.6K | – | 403 |
|
|
2024
Q4 | $16.6K | Buy |
216
+123
| +132% | +$9.43K | ﹤0.01% | 938 |
|
|
2024
Q3 | $7.32K | Buy |
+93
| New | +$7.32K | ﹤0.01% | 1163 |
|
|
2023
Q4 | – | Sell |
-106
| Closed | -$6.33K | – | 1736 |
|
|
2023
Q3 | $6.33K | Buy |
+106
| New | +$6.33K | ﹤0.01% | 678 |
|
|
2023
Q1 | – | Sell |
-106
| Closed | -$6.33K | – | 246 |
|
|
2022
Q4 | $6.33K | Buy |
+106
| New | +$6.33K | ﹤0.01% | 681 |
|