Life Planning Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-340
| Closed | -$23.5K | – | 71 |
|
|
2023
Q4 | $23.5K | Buy |
+340
| New | +$23.5K | 0.02% | 130 |
|
|
2022
Q3 | $51.9K | Hold |
936
| – | – | 0.06% | 88 |
|
|
2022
Q2 | $56K | Hold |
936
| – | – | 0.06% | 84 |
|
|
2022
Q1 | $64K | Buy |
936
+596
| +175% | +$40.8K | 0.07% | 79 |
|
|
2021
Q4 | $25K | Buy |
+340
| New | +$25K | 0.03% | 108 |
|