EPG 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 | – | Sell |
-400
| Closed | -$30.6K | – | 317 |
|
|
2025
Q1 | $30.6K | Hold |
400
| – | – | 0.01% | 315 |
|
|
2024
Q4 | $30.6K | Hold |
400
| – | – | 0.01% | 327 |
|
|
2024
Q3 | $31.6K | Buy |
+400
| New | +$31.6K | 0.01% | 327 |
|
|
2024
Q2 | – | Sell |
-400
| Closed | -$29.4K | – | 346 |
|
|
2024
Q1 | $29.4K | Hold |
400
| – | – | 0.01% | 345 |
|
|
2023
Q4 | $27.8K | Hold |
400
| – | – | 0.01% | 333 |
|
|
2023
Q3 | $25.4K | Hold |
400
| – | – | 0.01% | 328 |
|
|
2023
Q2 | $26.5K | Hold |
400
| – | – | 0.01% | 320 |
|
|
2023
Q1 | $25.4K | Buy |
+400
| New | +$25.4K | 0.01% | 325 |
|
|
2022
Q1 | – | Sell |
-600
| Closed | -$44K | – | 399 |
|
|
2021
Q4 | $44K | Hold |
600
| – | – | 0.02% | 298 |
|
|
2021
Q3 | $42K | Buy |
+600
| New | +$42K | 0.02% | 284 |
|
|
2020
Q2 | – | Sell |
-600
| Closed | -$28K | – | 171 |
|
|
2020
Q1 | $28K | Hold |
600
| – | – | 0.02% | 346 |
|
|
2019
Q4 | $35K | Buy |
+600
| New | +$35K | 0.03% | 275 |
|