MGO One Seven’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $701K | Buy |
8,408
+29
| +0.3% | +$2.42K | 0.02% | 593 |
|
|
2025
Q1 | $641K | Sell |
8,379
-140
| -2% | -$10.7K | 0.02% | 558 |
|
|
2024
Q4 | $653K | Buy |
8,519
+154
| +2% | +$11.8K | 0.02% | 553 |
|
|
2024
Q3 | $660K | Sell |
8,365
-589
| -7% | -$46.5K | 0.03% | 499 |
|
|
2024
Q2 | $670K | Buy |
8,954
+1,103
| +14% | +$82.5K | 0.03% | 464 |
|
|
2024
Q1 | $577K | Sell |
7,851
-1,388
| -15% | -$102K | 0.03% | 482 |
|
|
2023
Q4 | $638K | Buy |
9,239
+348
| +4% | +$24K | 0.04% | 439 |
|
|
2023
Q3 | $565K | Buy |
8,891
+1,458
| +20% | +$92.6K | 0.04% | 391 |
|
|
2023
Q2 | $493K | Sell |
7,433
-2,496
| -25% | -$166K | 0.05% | 420 |
|
|
2023
Q1 | $631K | Sell |
9,929
-190
| -2% | -$12.1K | 0.04% | 412 |
|
|
2022
Q4 | $459K | Buy |
10,119
+920
| +10% | +$41.8K | 0.05% | 422 |
|
|
2022
Q3 | $2.36K | Buy |
9,199
+5,626
| +157% | +$1.44K | 0.09% | 134 |
|
|
2022
Q2 | $214K | Buy |
3,573
+32
| +0.9% | +$1.92K | 0.03% | 556 |
|
|
2022
Q1 | $244K | Buy |
3,541
+127
| +4% | +$8.75K | 0.03% | 559 |
|
|
2021
Q4 | $249K | Buy |
3,414
+183
| +6% | +$13.3K | 0.03% | 554 |
|
|
2021
Q3 | $234K | Buy |
+3,231
| New | +$234K | 0.03% | 521 |
|
|
2020
Q1 | – | Sell |
-3,530
| Closed | -$204K | – | 401 |
|
|
2019
Q4 | $204K | Buy |
+3,530
| New | +$204K | 0.05% | 409 |
|