CPWM LLC’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
2022
Q3
$965K Sell
2022
Q2
$1.23M Buy
2022
Q1
$991K Buy
2021
Q4
$849K Hold
2021
Q3
$849K Hold
2021
Q2
$859K Hold
2021
Q1
$814K Hold
2020
Q4
$780K Sell
2020
Q3
$710K Hold
2020
Q2
$672K Buy