McNaughton 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
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|
2022
Q2 | $209K | Hold |
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|
2022
Q1 | $240K | Sell |
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|
2021
Q4 | $252K | Sell |
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|
2021
Q3 | $252K | Sell |
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|
2021
Q2 | $257K | Sell |
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|
2021
Q1 | $281K | Sell |
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|
2020
Q4 | $1.39M | Sell |
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|
2020
Q3 | $1.31M | Sell |
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|
2020
Q2 | $1.77M | Sell |
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|
2020
Q1 | $1.69M | Buy |
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|
2019
Q4 | $1.2M | Buy |
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