FinTrust Capital Advisors’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.37M | Buy |
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|
2024
Q2 | $1.28M | Sell |
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|
2024
Q1 | $1.27M | Buy |
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|
2023
Q4 | $993K | Buy |
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|
2023
Q3 | $885K | Buy |
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|
2023
Q2 | $716K | Hold |
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|
2023
Q1 | $716K | Hold |
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|
2022
Q4 | $716K | Buy |
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|
2022
Q3 | $442K | Buy |
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|
2022
Q2 | $398K | Buy |
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|
2022
Q1 | $322K | Buy |
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|
2021
Q4 | $340K | Hold |
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|
2021
Q3 | $326K | Buy |
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|
2021
Q2 | $294K | Buy |
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|
2021
Q1 | $274K | Buy |
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|
2020
Q4 | $207K | Buy |
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|
2020
Q3 | $171 | Buy |
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|
2020
Q2 | $144K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $908K | Buy |
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|
2019
Q3 | $851K | Sell |
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|
2019
Q2 | $877K | Sell |
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|
2019
Q1 | $909K | Buy |
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