Householder Group Estate & Retirement Specialist’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
Q4 | – | Sell |
-8
| Closed | – | – | 564 |
|
|
2024
Q3 | $0 | Buy |
+8
| New | – | ﹤0.01% | 1148 |
|
|
2024
Q2 | – | Sell |
-8
| Closed | -$588 | – | 1183 |
|
|
2024
Q1 | $588 | Hold |
8
| – | – | ﹤0.01% | 1146 |
|
|
2023
Q4 | $0 | Hold |
8
| – | – | ﹤0.01% | 1113 |
|
|
2023
Q3 | $508 | Buy |
+8
| New | +$508 | ﹤0.01% | 1187 |
|
|
2023
Q1 | $1K | Buy |
+8
| New | +$1K | ﹤0.01% | 1119 |
|
|
2022
Q4 | – | Sell |
-48
| Closed | -$2K | – | 371 |
|
|
2022
Q3 | $2K | Buy |
+48
| New | +$2K | ﹤0.01% | 947 |
|