Money Concepts Capital’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-855
| Closed | -$51.1K | – | 572 |
|
|
2022
Q4 | $51.1K | Buy |
+855
| New | +$51.1K | ﹤0.01% | 1233 |
|
|
2022
Q2 | – | Sell |
-767
| Closed | -$53K | – | 1485 |
|
|
2022
Q1 | $53K | Buy |
+767
| New | +$53K | ﹤0.01% | 1209 |
|
|
2021
Q1 | $2K | Hold |
31
| – | – | ﹤0.01% | 688 |
|
|
2020
Q4 | $2K | Buy |
+31
| New | +$2K | ﹤0.01% | 634 |
|