Koshinski Asset Management’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
Q3 | – | Sell |
-3,195
| Closed | -$212K | – | 573 |
|
|
2023
Q2 | $212K | Sell |
3,195
-180
| -5% | -$11.9K | 0.02% | 547 |
|
|
2023
Q1 | $215K | Sell |
3,375
-277
| -8% | -$17.6K | 0.02% | 515 |
|
|
2022
Q4 | $218K | Buy |
3,652
+31
| +0.9% | +$1.85K | 0.02% | 548 |
|
|
2022
Q3 | $201K | Buy |
3,621
+28
| +0.8% | +$1.55K | 0.02% | 499 |
|
|
2022
Q2 | $215K | Sell |
3,593
-312
| -8% | -$18.7K | 0.02% | 536 |
|
|
2022
Q1 | $269K | Buy |
3,905
+320
| +9% | +$22.1K | 0.02% | 500 |
|
|
2021
Q4 | $261K | Buy |
3,585
+33
| +0.9% | +$2.4K | 0.02% | 545 |
|
|
2021
Q3 | $248K | Buy |
3,552
+335
| +10% | +$23.4K | 0.02% | 549 |
|
|
2021
Q2 | $227K | Buy |
+3,217
| New | +$227K | 0.03% | 507 |
|