Fortitude Family Office’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 | $9.26K | Buy |
111
+1
| +0.9% | +$83 | ﹤0.01% | 581 |
|
|
2025
Q1 | $8.42K | Hold |
110
| – | – | ﹤0.01% | 585 |
|
|
2024
Q4 | $8.43K | Hold |
110
| – | – | ﹤0.01% | 683 |
|
|
2024
Q3 | $8.68K | Buy |
+110
| New | +$8.68K | ﹤0.01% | 606 |
|
|
2024
Q2 | – | Sell |
-92
| Closed | -$6.77K | – | 967 |
|
|
2024
Q1 | $6.77K | Sell |
92
-102
| -53% | -$7.5K | ﹤0.01% | 491 |
|
|
2023
Q4 | $13.4K | Buy |
+194
| New | +$13.4K | 0.01% | 364 |
|