Heritage Wealth Management (Arizona)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $29.9K | Buy |
500
+250
| +100% | +$14.9K | ﹤0.01% | 583 |
|
|
2022
Q3 | $14K | Hold |
250
| – | – | ﹤0.01% | 596 |
|
|
2022
Q2 | $15K | Sell |
250
-1,769
| -88% | -$106K | 0.01% | 596 |
|
|
2022
Q1 | $139K | Buy |
+2,019
| New | +$139K | 0.04% | 330 |
|
|
2021
Q3 | $74K | Buy |
1,064
+118
| +12% | +$8.21K | 0.03% | 393 |
|
|
2021
Q2 | $67K | Sell |
946
-39
| -4% | -$2.76K | 0.03% | 409 |
|
|
2021
Q1 | $66K | Buy |
+985
| New | +$66K | 0.04% | 321 |
|