Lake Street Private Wealth’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
2023
Q4
Sell
-3,440
Closed -$219K 305
2023
Q3
$219K Buy
+3,440
New +$219K 0.04% 253