Corepath 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
Q4 | $211K | Buy |
|
|||||
|
2024
Q1 | – | Sell |
|
|||||
|
2023
Q4 | $476K | Buy |
|
|||||
|
2023
Q3 | $343K | Buy |
|
|||||
|
2023
Q2 | $302K | Sell |
|
|||||
|
2023
Q1 | $305K | Buy |
|
|||||
|
2022
Q4 | $279K | Buy |
|
|||||
|
2022
Q3 | $248K | Buy |
|
|||||
|
2022
Q2 | $254K | Sell |
|
|||||
|
2022
Q1 | $305K | Sell |
|
|||||
|
2021
Q4 | $447K | Buy |
|
|||||
|
2021
Q3 | $415K | Buy |
|
|||||
|
2021
Q2 | $399K | Buy |
|
|||||
|
2021
Q1 | $324K | Sell |
|
|||||
|
2020
Q4 | $338K | Buy |
|