Mascoma Wealth Management’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
Q3 | $187K | Sell |
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|
2025
Q2 | $190K | Sell |
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|
2025
Q1 | $177K | Sell |
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|
2024
Q4 | $268K | Sell |
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|
2024
Q3 | $288K | Buy |
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|
2024
Q2 | $271K | Sell |
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|
2024
Q1 | $269K | Buy |
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|
2023
Q4 | $183K | Buy |
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|
2023
Q3 | $154K | Sell |
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|
2023
Q2 | $166K | Buy |
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|
2023
Q1 | $119K | Sell |
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|
2022
Q4 | $167K | Buy |
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|
2022
Q3 | $135K | Sell |
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|
2022
Q2 | $156K | Buy |
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|
2022
Q1 | $170K | Buy |
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|
2021
Q4 | $131K | Buy |
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|
2021
Q3 | $107K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $75K | Buy |
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