Linscomb 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
2020 Q3	–	Sell	-7,059	Closed	-$387K	–	293
2020 Q2	$387K	Sell	7,059 -5,192	-42%	-$285K	0.03%	216
2020 Q1	$581K	Buy	12,251 +422	+4%	+$20K	0.05%	220
2019 Q4	$686K	Buy	+11,829	New	+$686K	0.04%	283