Fidato Wealth’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 | $703K | Buy |
8,429
+305
| +4% | +$25.4K | 0.5% | 9 |
|
|
2025
Q1 | $621K | Buy |
8,124
+239
| +3% | +$18.3K | 0.48% | 11 |
|
|
2024
Q4 | $604K | Buy |
7,885
+179
| +2% | +$13.7K | 0.45% | 11 |
|
|
2024
Q3 | $608K | Buy |
7,706
+267
| +4% | +$21.1K | 0.49% | 9 |
|
|
2024
Q2 | $556K | Buy |
7,439
+214
| +3% | +$16K | 0.49% | 9 |
|
|
2024
Q1 | $531K | Sell |
7,225
-70
| -1% | -$5.14K | 0.48% | 9 |
|
|
2023
Q4 | $504K | Buy |
+7,295
| New | +$504K | 0.48% | 9 |
|