Gradient Investments’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
Q3 | – | Sell |
-509
| Closed | -$38.1K | – | 342 |
|
|
2024
Q2 | $38.1K | Buy |
+509
| New | +$38.1K | ﹤0.01% | 533 |
|
|
2022
Q4 | – | Sell |
-100
| Closed | -$6K | – | 1508 |
|
|
2022
Q3 | $6K | Hold |
100
| – | – | ﹤0.01% | 899 |
|
|
2022
Q2 | $6K | Buy |
+100
| New | +$6K | ﹤0.01% | 858 |
|
|
2018
Q4 | – | Sell |
-577
| Closed | -$32K | – | 924 |
|
|
2018
Q3 | $32K | Hold |
577
| – | – | ﹤0.01% | 417 |
|
|
2018
Q2 | $31K | Hold |
577
| – | – | ﹤0.01% | 408 |
|
|
2018
Q1 | $31K | Hold |
577
| – | – | ﹤0.01% | 408 |
|
|
2017
Q4 | $31K | Buy |
+577
| New | +$31K | ﹤0.01% | 412 |
|