Destiny Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-11
| Closed | -$657 | – | 206 |
|
|
2022
Q4 | $657 | Hold |
11
| – | – | ﹤0.01% | 653 |
|
|
2022
Q3 | $1K | Hold |
11
| – | – | ﹤0.01% | 546 |
|
|
2022
Q2 | $1K | Hold |
11
| – | – | ﹤0.01% | 578 |
|
|
2022
Q1 | $1K | Hold |
11
| – | – | ﹤0.01% | 508 |
|
|
2021
Q4 | $1K | Hold |
11
| – | – | ﹤0.01% | 527 |
|
|
2021
Q3 | $1K | Buy |
+11
| New | +$1K | ﹤0.01% | 500 |
|
|
2021
Q2 | – | Sell |
-53
| Closed | -$4K | – | 200 |
|
|
2021
Q1 | $4K | Sell |
53
-5
| -9% | -$377 | ﹤0.01% | 465 |
|
|
2020
Q4 | $4K | Buy |
+58
| New | +$4K | ﹤0.01% | 454 |
|