J. Arnold Wealth Management’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
-1,777
Closed -$106K 60
2022
Q4
$106K Buy
+1,777
New +$105K 0.05% 47
2021
Q3
Sell
-424
Closed -$30K 66
2021
Q2
$30K Hold
424
0.01% 71
2021
Q1
$28K Sell
424
-4,186
-91% -$276K 0.02% 65
2020
Q4
$296K Sell
4,610
-340
-7% -$20.8K 0.17% 38
2020
Q3
$287K Sell
4,950
-9,550
-66% -$551K 0.21% 24
2020
Q2
$796K Buy
14,500
+14,473
+53,604% +$753K 0.67% 13
2020
Q1
$1K Sell
27
-2,464
-99% -$135K ﹤0.01% 34
2019
Q4
$144K Buy
+2,491
New +$140K 0.18% 55

Other funds holding AOA