Goodwin 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,275
| Closed | -$76.2K | – | 88 |
|
|
2022
Q4 | $76.2K | Sell |
1,275
-96
| -7% | -$5.74K | 0.05% | 71 |
|
|
2022
Q3 | $76K | Buy |
1,371
+35
| +3% | +$1.94K | 0.06% | 68 |
|
|
2022
Q2 | $80K | Buy |
1,336
+211
| +19% | +$12.6K | 0.06% | 52 |
|
|
2022
Q1 | $80K | Buy |
1,125
+85
| +8% | +$6.04K | 0.05% | 61 |
|
|
2021
Q4 | $75K | Sell |
1,040
-350
| -25% | -$25.2K | 0.06% | 58 |
|
|
2021
Q3 | $98K | Buy |
1,390
+99
| +8% | +$6.98K | 0.1% | 45 |
|
|
2021
Q2 | $91K | Sell |
1,291
-7
| -0.5% | -$493 | 0.1% | 46 |
|
|
2021
Q1 | $89K | Sell |
1,298
-116
| -8% | -$7.95K | 0.1% | 40 |
|
|
2020
Q4 | $91K | Buy |
+1,414
| New | +$91K | 0.11% | 36 |
|