MAM
Mainsail Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.09M | Buy |
13,074
+215
| +2% | +$17.9K | 0.67% | 18 |
|
|
2025
Q1 | $984K | Buy |
12,859
+421
| +3% | +$32.2K | 0.67% | 16 |
|
|
2024
Q4 | $953K | Sell |
12,438
-611
| -5% | -$46.8K | 0.67% | 19 |
|
|
2024
Q3 | $1.03M | Buy |
13,049
+1,885
| +17% | +$149K | 0.76% | 13 |
|
|
2024
Q2 | $835K | Sell |
11,164
-1
| -0% | -$75 | 0.66% | 15 |
|
|
2024
Q1 | $820K | Buy |
11,165
+23
| +0.2% | +$1.69K | 0.67% | 16 |
|
|
2023
Q4 | $769K | Buy |
+11,142
| New | +$769K | 0.72% | 16 |
|