First Ascent Asset Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $5.49M | Buy |
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|
2023
Q3 | $4.7M | Buy |
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|
2023
Q2 | $4.42M | Buy |
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|
2023
Q1 | $3.59M | Sell |
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|
2022
Q4 | $3.67M | Buy |
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|
2022
Q3 | $2.98M | Buy |
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|
2022
Q2 | $2.92M | Buy |
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|
2022
Q1 | $2.81M | Buy |
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|
2021
Q4 | $2.62M | Sell |
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|
2021
Q3 | $3.08M | Buy |
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|
2021
Q2 | $2.31M | Buy |
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|
2021
Q1 | $1.97M | Buy |
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|
2020
Q4 | $1.68M | Buy |
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|
2020
Q3 | $1.45M | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $805K | Buy |
|