High Net Worth Advisory Group’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-913
| Closed | -$54.6K | – | 213 |
|
|
2022
Q4 | $54.6K | Buy |
913
+8
| +0.9% | +$478 | 0.02% | 314 |
|
|
2022
Q3 | $50K | Buy |
905
+8
| +0.9% | +$442 | 0.02% | 323 |
|
|
2022
Q2 | $54K | Sell |
897
-66
| -7% | -$3.97K | 0.02% | 307 |
|
|
2022
Q1 | $66K | Hold |
963
| – | – | 0.02% | 304 |
|
|
2021
Q4 | $70K | Buy |
+963
| New | +$70K | 0.02% | 304 |
|