Elevate Wealth Advisory’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 | $45K | Sell |
540
-328
| -38% | -$27.4K | 0.03% | 103 |
|
|
2025
Q1 | $66.4K | Buy |
868
+219
| +34% | +$16.8K | 0.05% | 92 |
|
|
2024
Q4 | $49.7K | Buy |
649
+449
| +225% | +$34.4K | 0.04% | 92 |
|
|
2024
Q3 | $15.8K | Buy |
200
+25
| +14% | +$1.97K | 0.01% | 109 |
|
|
2024
Q2 | $13.1K | Sell |
175
-1,139
| -87% | -$85.2K | 0.01% | 105 |
|
|
2024
Q1 | $96.5K | Sell |
1,314
-42
| -3% | -$3.09K | 0.08% | 68 |
|
|
2023
Q4 | $93.6K | Buy |
+1,356
| New | +$93.6K | 0.09% | 69 |
|