FAM
Forte Asset Management’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-8,233
| Closed | -$568K | – | 59 |
|
|
2023
Q4 | $568K | Hold |
8,233
| – | – | 0.39% | 39 |
|
|
2023
Q3 | $523K | Buy |
8,233
+760
| +10% | +$48.3K | 0.35% | 38 |
|
|
2023
Q2 | $496K | Buy |
7,473
+50
| +0.7% | +$3.32K | 0.32% | 42 |
|
|
2023
Q1 | $472K | Buy |
7,423
+50
| +0.7% | +$3.18K | 0.31% | 43 |
|
|
2022
Q4 | $441K | Buy |
7,373
+75
| +1% | +$4.48K | 0.29% | 50 |
|
|
2022
Q3 | $405K | Buy |
7,298
+66
| +0.9% | +$3.66K | 0.27% | 52 |
|
|
2022
Q2 | $433K | Buy |
+7,232
| New | +$433K | 0.3% | 52 |
|