JP Morgan Private Wealth Advisors’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
Q3 | $2.71M | Hold |
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|
2023
Q2 | $2.83M | Sell |
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|
2023
Q1 | $2.75M | Sell |
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|
2022
Q4 | $4.41M | Buy |
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|
2022
Q3 | $1.55M | Hold |
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|
2022
Q2 | $1.68M | Hold |
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|
2022
Q1 | $1.93M | Sell |
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|
2021
Q4 | $2.04M | Sell |
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|
2021
Q3 | $1.98M | Hold |
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|
2021
Q2 | $2M | Sell |
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|
2021
Q1 | $2.07M | Hold |
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|
2020
Q4 | $1.98M | Sell |
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|
2020
Q3 | $1.79M | Sell |
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|
2020
Q2 | $1.7M | Sell |
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|
2020
Q1 | $1.77M | Sell |
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|
2019
Q4 | $2.87M | Buy |
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|
2019
Q3 | $2.65M | Sell |
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|
2019
Q2 | $2.73M | Sell |
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|
2019
Q1 | $2.69M | Buy |
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|
2018
Q4 | $2.43M | Buy |
|