Macroview Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-440
| Closed | -$34.7K | – | 105 |
|
|
2024
Q3 | $34.7K | Buy |
440
+3
| +0.7% | +$237 | 0.03% | 144 |
|
|
2024
Q2 | $32.7K | Buy |
437
+1
| +0.2% | +$75 | 0.03% | 145 |
|
|
2024
Q1 | $32K | Buy |
436
+56
| +15% | +$4.11K | 0.04% | 155 |
|
|
2023
Q4 | $26.2K | Buy |
380
+5
| +1% | +$345 | 0.03% | 166 |
|
|
2023
Q3 | $23.8K | Hold |
375
| – | – | 0.03% | 152 |
|
|
2023
Q2 | $24.9K | Hold |
375
| – | – | 0.04% | 118 |
|
|
2023
Q1 | $23.8K | Hold |
375
| – | – | 0.04% | 125 |
|
|
2022
Q4 | $22.4K | Hold |
375
| – | – | 0.04% | 127 |
|
|
2022
Q3 | $21K | Hold |
375
| – | – | 0.04% | 117 |
|
|
2022
Q2 | $22K | Hold |
375
| – | – | 0.04% | 125 |
|
|
2022
Q1 | $26K | Buy |
375
+155
| +70% | +$10.7K | 0.04% | 123 |
|
|
2021
Q4 | $16K | Hold |
220
| – | – | 0.02% | 205 |
|
|
2021
Q3 | $15K | Hold |
220
| – | – | 0.02% | 136 |
|
|
2021
Q2 | $16K | Hold |
220
| – | – | 0.02% | 153 |
|
|
2021
Q1 | $15K | Sell |
220
-99
| -31% | -$6.75K | 0.02% | 137 |
|
|
2020
Q4 | $20K | Hold |
319
| – | – | 0.03% | 115 |
|
|
2020
Q3 | $19K | Sell |
319
-315
| -50% | -$18.8K | 0.03% | 113 |
|
|
2020
Q2 | $35K | Buy |
+634
| New | +$35K | 0.07% | 85 |
|