Courage Miller 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
Q3 | $675K | Sell |
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|
2025
Q2 | $692K | Sell |
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|
2025
Q1 | $645K | Sell |
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|
2024
Q4 | $659K | Sell |
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|
2024
Q3 | $687K | Sell |
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|
2024
Q2 | $693K | Sell |
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|
2024
Q1 | $685K | Sell |
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|
2023
Q4 | $646K | Sell |
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|
2023
Q3 | $696K | Sell |
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|
2023
Q2 | $745K | Sell |
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|
2023
Q1 | $727K | Buy |
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|
2022
Q4 | $657K | Sell |
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|
2022
Q3 | $639K | Sell |
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|
2022
Q2 | $701K | Sell |
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|
2022
Q1 | $945K | Buy |
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|
2021
Q4 | $991K | Buy |
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|
2021
Q3 | $950K | Buy |
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|
2021
Q2 | $960K | Buy |
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|
2021
Q1 | $909K | Sell |
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|
2020
Q4 | $874K | Sell |
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|
2020
Q3 | $759K | Hold |
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|
2020
Q2 | $758K | Buy |
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|
2020
Q1 | $655K | Sell |
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|
2019
Q4 | $805K | Sell |
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|
2019
Q3 | $764K | Sell |
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|
2019
Q2 | $769K | Buy |
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|
2019
Q1 | $745K | Buy |
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|
2018
Q4 | $669K | Sell |
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|
2018
Q3 | $755K | Buy |
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|
2018
Q2 | $737K | Buy |
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|
2018
Q1 | $738K | Sell |
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|
2017
Q4 | $766K | Sell |
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|
2017
Q3 | $844K | Buy |
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|
2017
Q2 | $815K | Sell |
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|
2017
Q1 | $788K | Sell |
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|
2016
Q4 | $802K | Sell |
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|
2016
Q3 | $808K | Buy |
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|
2016
Q2 | $779K | Buy |
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|
2016
Q1 | $759K | Buy |
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|
2015
Q4 | $726K | Buy |
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|
2015
Q3 | $691K | Buy |
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|
2015
Q2 | $732K | Buy |
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|
2015
Q1 | $720K | Sell |
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|
2014
Q4 | $736K | Buy |
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|
2014
Q3 | $716K | Sell |
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|
2014
Q2 | $772K | Buy |
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|
2014
Q1 | $705K | Buy |
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|
2013
Q4 | $666K | Sell |
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|
2013
Q3 | $658K | Sell |
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|
2013
Q2 | $652K | Buy |
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