Global Wealth Management Investment Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-86
| Closed | -$5.94K | – | 155 |
|
|
2023
Q4 | $5.94K | Hold |
86
| – | – | ﹤0.01% | 324 |
|
|
2023
Q3 | $5.46K | Hold |
86
| – | – | ﹤0.01% | 332 |
|
|
2023
Q2 | $5.71K | Buy |
+86
| New | +$5.71K | ﹤0.01% | 333 |
|
|
2022
Q3 | – | Sell |
-178
| Closed | -$11K | – | 151 |
|
|
2022
Q2 | $11K | Hold |
178
| – | – | ﹤0.01% | 273 |
|
|
2022
Q1 | $12K | Hold |
178
| – | – | ﹤0.01% | 298 |
|
|
2021
Q4 | $13K | Hold |
178
| – | – | ﹤0.01% | 285 |
|
|
2021
Q3 | $12K | Hold |
178
| – | – | ﹤0.01% | 296 |
|
|
2021
Q2 | $13K | Sell |
178
-32
| -15% | -$2.34K | ﹤0.01% | 273 |
|
|
2021
Q1 | $14K | Buy |
210
+32
| +18% | +$2.13K | 0.01% | 276 |
|
|
2020
Q4 | $11K | Buy |
178
+92
| +107% | +$5.69K | ﹤0.01% | 266 |
|
|
2020
Q3 | $5K | Sell |
86
-500
| -85% | -$29.1K | ﹤0.01% | 324 |
|
|
2020
Q2 | $32K | Hold |
586
| – | – | 0.01% | 224 |
|
|
2020
Q1 | $28K | Hold |
586
| – | – | 0.01% | 218 |
|
|
2019
Q4 | $34K | Sell |
586
-12
| -2% | -$696 | 0.01% | 212 |
|
|
2019
Q3 | $33K | Sell |
598
-245
| -29% | -$13.5K | 0.02% | 202 |
|
|
2019
Q2 | $47K | Sell |
843
-86
| -9% | -$4.8K | 0.02% | 175 |
|
|
2019
Q1 | $50K | Hold |
929
| – | – | 0.03% | 205 |
|
|
2018
Q4 | $45K | Buy |
+929
| New | +$45K | 0.03% | 223 |
|