Lloyd Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $152K | Buy |
|
|||||
|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $99K | Buy |
|
|||||
|
2021
Q4 | $89K | Buy |
|
|||||
|
2021
Q3 | $84K | Buy |
|
|||||
|
2021
Q2 | $83K | Buy |
|
|||||
|
2021
Q1 | $77K | Sell |
|
|||||
|
2020
Q4 | $79K | Buy |
|
|||||
|
2020
Q3 | $70K | Buy |
|
|||||
|
2020
Q2 | $65K | Buy |
|
|||||
|
2020
Q1 | $55K | Buy |
|
|||||
|
2019
Q4 | $67K | Buy |
|