Gould Capital’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 | $402K | Sell |
4,821
-240
| -5% | -$20K | 0.27% | 45 |
|
|
2025
Q1 | $387K | Buy |
5,061
+108
| +2% | +$8.26K | 0.27% | 45 |
|
|
2024
Q4 | $379K | Buy |
4,953
+35
| +0.7% | +$2.68K | 0.26% | 49 |
|
|
2024
Q3 | $388K | Sell |
4,918
-46
| -0.9% | -$3.63K | 0.26% | 48 |
|
|
2024
Q2 | $371K | Hold |
4,964
| – | – | 0.26% | 46 |
|
|
2024
Q1 | $365K | Sell |
4,964
-55
| -1% | -$4.04K | 0.26% | 48 |
|
|
2023
Q4 | $347K | Sell |
5,019
-12
| -0.2% | -$829 | 0.25% | 48 |
|
|
2023
Q3 | $317K | Sell |
5,031
-745
| -13% | -$47K | 0.26% | 48 |
|
|
2023
Q2 | $383K | Buy |
5,776
+216
| +4% | +$14.3K | 0.29% | 48 |
|
|
2023
Q1 | $354K | Sell |
5,560
-462
| -8% | -$29.4K | 0.27% | 49 |
|
|
2022
Q4 | $360K | Buy |
6,022
+355
| +6% | +$21.2K | 0.29% | 48 |
|
|
2022
Q3 | $314K | Buy |
5,667
+395
| +7% | +$21.9K | 0.27% | 47 |
|
|
2022
Q2 | $316K | Sell |
5,272
-92
| -2% | -$5.51K | 0.25% | 49 |
|
|
2022
Q1 | $370K | Buy |
5,364
+69
| +1% | +$4.76K | 0.27% | 48 |
|
|
2021
Q4 | $386K | Buy |
+5,295
| New | +$386K | 0.27% | 48 |
|