Great Point Wealth Advisors’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
Q1 | $528K | Sell |
6,897
-7
| -0.1% | -$536 | 0.11% | 45 |
|
|
2024
Q4 | $529K | Sell |
6,904
-34
| -0.5% | -$2.61K | 0.12% | 44 |
|
|
2024
Q3 | $547K | Hold |
6,938
| – | – | 0.12% | 45 |
|
|
2024
Q2 | $519K | Sell |
6,938
-2
| -0% | -$150 | 0.12% | 44 |
|
|
2024
Q1 | $510K | Sell |
6,940
-1,276
| -16% | -$93.7K | 0.12% | 44 |
|
|
2023
Q4 | $567K | Buy |
8,216
+20
| +0.2% | +$1.38K | 0.15% | 49 |
|
|
2023
Q3 | $520K | Sell |
8,196
-167
| -2% | -$10.6K | 0.16% | 47 |
|
|
2023
Q2 | $555K | Hold |
8,363
| – | – | 0.17% | 45 |
|
|
2023
Q1 | $532K | Sell |
8,363
-1,149
| -12% | -$73.1K | 0.17% | 45 |
|
|
2022
Q4 | $568K | Buy |
9,512
+515
| +6% | +$30.8K | 0.19% | 45 |
|
|
2022
Q3 | $499K | Hold |
8,997
| – | – | 0.19% | 46 |
|
|
2022
Q2 | $539K | Buy |
8,997
+185
| +2% | +$11.1K | 0.19% | 43 |
|
|
2022
Q1 | $607K | Buy |
8,812
+49
| +0.6% | +$3.38K | 0.19% | 35 |
|
|
2021
Q4 | $638K | Buy |
8,763
+84
| +1% | +$6.12K | 0.2% | 31 |
|
|
2021
Q3 | $606K | Buy |
8,679
+363
| +4% | +$25.3K | 0.21% | 33 |
|
|
2021
Q2 | $588K | Buy |
8,316
+212
| +3% | +$15K | 0.21% | 34 |
|
|
2021
Q1 | $542K | Buy |
8,104
+4,211
| +108% | +$282K | 0.21% | 33 |
|
|
2020
Q4 | $249K | Sell |
3,893
-366
| -9% | -$23.4K | 0.11% | 42 |
|
|
2020
Q3 | $233K | Hold |
4,259
| – | – | 0.12% | 44 |
|
|
2020
Q2 | $233K | Buy |
+4,259
| New | +$233K | 0.12% | 44 |
|
|
2020
Q1 | – | Sell |
-3,725
| Closed | -$216K | – | 44 |
|
|
2019
Q4 | $216K | Buy |
+3,725
| New | +$216K | 0.13% | 42 |
|