Gerber Kawasaki Wealth & Investment 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
2022
Q2
Sell
-2,903
Closed -$200K 244
2022
Q1
$200K Buy
+2,903
New +$200K 0.02% 250
2021
Q4
Sell
-2
Closed -$2K 319
2021
Q3
$2K Buy
+2
New +$2K ﹤0.01% 858