Darwin Wealth Management’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 | $3.29K | Sell |
39
-36
| -48% | -$3.04K | ﹤0.01% | 447 |
|
|
2025
Q1 | $5.76K | Hold |
75
| – | – | ﹤0.01% | 428 |
|
|
2024
Q4 | $5.76K | Sell |
75
-247
| -77% | -$19K | ﹤0.01% | 428 |
|
|
2024
Q3 | $25.4K | Buy |
+322
| New | +$25.4K | 0.01% | 288 |
|
|
2020
Q2 | – | Sell |
-1,245
| Closed | -$58K | – | 188 |
|
|
2020
Q1 | $58K | Buy |
+1,245
| New | +$58K | 0.02% | 220 |
|