Courage Miller Partners’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 | $692K | Sell |
8,301
-126
| -1% | -$10.5K | 0.22% | 43 |
|
|
2025
Q1 | $645K | Sell |
8,427
-173
| -2% | -$13.2K | 0.22% | 44 |
|
|
2024
Q4 | $659K | Sell |
8,600
-109
| -1% | -$8.35K | 0.23% | 46 |
|
|
2024
Q3 | $687K | Sell |
8,709
-556
| -6% | -$43.9K | 0.23% | 46 |
|
|
2024
Q2 | $693K | Sell |
9,265
-61
| -0.7% | -$4.56K | 0.25% | 46 |
|
|
2024
Q1 | $685K | Sell |
9,326
-31
| -0.3% | -$2.28K | 0.24% | 48 |
|
|
2023
Q4 | $646K | Sell |
9,357
-1,609
| -15% | -$111K | 0.24% | 45 |
|
|
2023
Q3 | $696K | Sell |
10,966
-269
| -2% | -$17.1K | 0.29% | 44 |
|
|
2023
Q2 | $745K | Sell |
11,235
-197
| -2% | -$13.1K | 0.31% | 43 |
|
|
2023
Q1 | $727K | Buy |
11,432
+433
| +4% | +$27.5K | 0.31% | 43 |
|
|
2022
Q4 | $657K | Sell |
10,999
-518
| -4% | -$31K | 0.3% | 44 |
|
|
2022
Q3 | $639K | Sell |
11,517
-181
| -2% | -$10K | 0.32% | 41 |
|
|
2022
Q2 | $701K | Sell |
11,698
-2,007
| -15% | -$120K | 0.33% | 40 |
|
|
2022
Q1 | $945K | Buy |
13,705
+90
| +0.7% | +$6.21K | 0.38% | 37 |
|
|
2021
Q4 | $991K | Buy |
13,615
+7
| +0.1% | +$510 | 0.37% | 41 |
|
|
2021
Q3 | $950K | Buy |
13,608
+17
| +0.1% | +$1.19K | 0.38% | 39 |
|
|
2021
Q2 | $960K | Buy |
13,591
+11
| +0.1% | +$777 | 0.39% | 41 |
|
|
2021
Q1 | $909K | Sell |
13,580
-32
| -0.2% | -$2.14K | 0.39% | 40 |
|
|
2020
Q4 | $874K | Sell |
13,612
-218
| -2% | -$14K | 0.4% | 39 |
|
|
2020
Q3 | $759K | Hold |
13,830
| – | – | 0.41% | 39 |
|
|
2020
Q2 | $758K | Buy |
13,830
+22
| +0.2% | +$1.21K | 0.41% | 39 |
|
|
2020
Q1 | $655K | Sell |
13,808
-79
| -0.6% | -$3.75K | 0.4% | 40 |
|
|
2019
Q4 | $805K | Sell |
13,887
-27
| -0.2% | -$1.57K | 0.41% | 41 |
|
|
2019
Q3 | $764K | Sell |
13,914
-46
| -0.3% | -$2.53K | 0.42% | 41 |
|
|
2019
Q2 | $769K | Buy |
13,960
+22
| +0.2% | +$1.21K | 0.42% | 45 |
|
|
2019
Q1 | $745K | Buy |
13,938
+156
| +1% | +$8.34K | 0.42% | 46 |
|
|
2018
Q4 | $669K | Sell |
13,782
-41
| -0.3% | -$1.99K | 0.4% | 46 |
|
|
2018
Q3 | $755K | Buy |
13,823
+11
| +0.1% | +$601 | 0.43% | 46 |
|
|
2018
Q2 | $737K | Buy |
13,812
+18
| +0.1% | +$960 | 0.44% | 46 |
|
|
2018
Q1 | $738K | Sell |
13,794
-426
| -3% | -$22.8K | 0.45% | 45 |
|
|
2017
Q4 | $766K | Sell |
14,220
-1,537
| -10% | -$82.8K | 0.46% | 45 |
|
|
2017
Q3 | $844K | Buy |
15,757
+28
| +0.2% | +$1.5K | 0.53% | 45 |
|
|
2017
Q2 | $815K | Sell |
15,729
-44
| -0.3% | -$2.28K | 0.54% | 43 |
|
|
2017
Q1 | $788K | Sell |
15,773
-1,217
| -7% | -$60.8K | 0.54% | 43 |
|
|
2016
Q4 | $802K | Sell |
16,990
-38
| -0.2% | -$1.79K | 0.56% | 45 |
|
|
2016
Q3 | $808K | Buy |
17,028
+56
| +0.3% | +$2.66K | 0.56% | 43 |
|
|
2016
Q2 | $779K | Buy |
16,972
+223
| +1% | +$10.2K | 0.56% | 44 |
|
|
2016
Q1 | $759K | Buy |
16,749
+551
| +3% | +$25K | 0.53% | 43 |
|
|
2015
Q4 | $726K | Buy |
16,198
+358
| +2% | +$16K | 0.5% | 42 |
|
|
2015
Q3 | $691K | Buy |
15,840
+405
| +3% | +$17.7K | 0.51% | 41 |
|
|
2015
Q2 | $732K | Buy |
15,435
+286
| +2% | +$13.6K | 0.54% | 42 |
|
|
2015
Q1 | $720K | Sell |
15,149
-762
| -5% | -$36.2K | 0.54% | 43 |
|
|
2014
Q4 | $736K | Buy |
15,911
+191
| +1% | +$8.84K | 0.61% | 40 |
|
|
2014
Q3 | $716K | Sell |
15,720
-632
| -4% | -$28.8K | 0.56% | 38 |
|
|
2014
Q2 | $772K | Buy |
16,352
+817
| +5% | +$38.6K | 0.57% | 45 |
|
|
2014
Q1 | $705K | Buy |
15,535
+603
| +4% | +$27.4K | 0.55% | 42 |
|
|
2013
Q4 | $666K | Sell |
14,932
-742
| -5% | -$33.1K | 0.56% | 40 |
|
|
2013
Q3 | $658K | Sell |
15,674
-642
| -4% | -$27K | 0.54% | 40 |
|
|
2013
Q2 | $652K | Buy |
+16,316
| New | +$652K | 0.59% | 34 |
|