FSA Wealth Management’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 | $21.7K | Hold |
241
| – | – | 0.01% | 234 |
|
|
2025
Q1 | $20.2K | Buy |
241
+211
| +703% | +$17.6K | 0.01% | 222 |
|
|
2024
Q4 | $2.29K | Buy |
30
+1
| +3% | +$76 | ﹤0.01% | 473 |
|
|
2024
Q3 | $2.33K | Buy |
+29
| New | +$2.33K | ﹤0.01% | 481 |
|
|
2024
Q1 | $2.14K | Hold |
29
| – | – | ﹤0.01% | 539 |
|
|
2023
Q4 | $2K | Buy |
+29
| New | +$2K | ﹤0.01% | 517 |
|
|
2020
Q3 | – | Sell |
-28
| Closed | -$2K | – | 73 |
|
|
2020
Q2 | $2K | Hold |
28
| – | – | ﹤0.01% | 356 |
|
|
2020
Q1 | $1K | Hold |
28
| – | – | ﹤0.01% | 362 |
|
|
2019
Q4 | $2K | Buy |
+28
| New | +$2K | ﹤0.01% | 432 |
|