Crewe Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-30
| Closed | -$2.24K | – | 734 |
|
|
2024
Q2 | $2.24K | Hold |
30
| – | – | ﹤0.01% | 866 |
|
|
2024
Q1 | $2.2K | Hold |
30
| – | – | ﹤0.01% | 843 |
|
|
2023
Q4 | $2.07K | Hold |
30
| – | – | ﹤0.01% | 295 |
|
|
2023
Q3 | $1.91K | Hold |
30
| – | – | ﹤0.01% | 334 |
|
|
2023
Q2 | $1.99K | Hold |
30
| – | – | ﹤0.01% | 535 |
|
|
2023
Q1 | $1.91K | Buy |
+30
| New | +$1.91K | ﹤0.01% | 725 |
|