J.P. Morgan Private Wealth Advisors’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $2.71M | Hold |
42,622
| – | – | 0.01% | 649 |
|
|
2023
Q2 | $2.83M | Sell |
42,622
-684
| -2% | -$45.4K | 0.01% | 462 |
|
|
2023
Q1 | $2.75M | Sell |
43,306
-30,461
| -41% | -$1.94M | 0.01% | 763 |
|
|
2022
Q4 | $4.41M | Buy |
73,767
+45,800
| +164% | +$2.74M | 0.01% | 606 |
|
|
2022
Q3 | $1.55M | Hold |
27,967
| – | – | ﹤0.01% | 937 |
|
|
2022
Q2 | $1.68M | Hold |
27,967
| – | – | ﹤0.01% | 901 |
|
|
2022
Q1 | $1.93M | Sell |
27,967
-117
| -0.4% | -$8.07K | ﹤0.01% | 914 |
|
|
2021
Q4 | $2.05M | Sell |
28,084
-262
| -0.9% | -$19.1K | ﹤0.01% | 906 |
|
|
2021
Q3 | $1.98M | Hold |
28,346
| – | – | ﹤0.01% | 906 |
|
|
2021
Q2 | $2M | Sell |
28,346
-2,523
| -8% | -$178K | 0.01% | 881 |
|
|
2021
Q1 | $2.07M | Hold |
30,869
| – | – | 0.01% | 755 |
|
|
2020
Q4 | $1.98M | Sell |
30,869
-10
| -0% | -$642 | 0.01% | 729 |
|
|
2020
Q3 | $1.79M | Sell |
30,879
-110
| -0.4% | -$6.38K | 0.01% | 678 |
|
|
2020
Q2 | $1.7M | Sell |
30,989
-6,267
| -17% | -$344K | 0.01% | 628 |
|
|
2020
Q1 | $1.77M | Sell |
37,256
-12,190
| -25% | -$578K | 0.01% | 563 |
|
|
2019
Q4 | $2.87M | Buy |
49,446
+1,151
| +2% | +$66.8K | 0.01% | 542 |
|
|
2019
Q3 | $2.65M | Sell |
48,295
-1,111
| -2% | -$61K | 0.01% | 534 |
|
|
2019
Q2 | $2.73M | Sell |
49,406
-771
| -2% | -$42.5K | 0.01% | 524 |
|
|
2019
Q1 | $2.69M | Buy |
50,177
+117
| +0.2% | +$6.26K | 0.01% | 550 |
|
|
2018
Q4 | $2.43M | Buy |
+50,060
| New | +$2.43M | 0.01% | 530 |
|