McKinley Carter Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $867K | Buy |
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|
2024
Q2 | $753K | Buy |
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|
2024
Q1 | $720K | Sell |
|
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|
2023
Q4 | $737K | Buy |
|
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|
2023
Q3 | $675K | Buy |
|
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|
2023
Q2 | $685K | Buy |
|
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|
2023
Q1 | $642K | Buy |
|
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|
2022
Q4 | $602K | Sell |
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|
2022
Q3 | $564K | Sell |
|
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|
2022
Q2 | $791K | Sell |
|
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|
2022
Q1 | $920K | Buy |
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|
2021
Q4 | $969K | Sell |
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|
2021
Q3 | $932K | Sell |
|
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|
2021
Q2 | $980K | Buy |
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|
2021
Q1 | $896K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $207K | Buy |
|