Morton Brown Family Wealth’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 | $15.9K | Sell |
191
-90
| -32% | -$7.51K | ﹤0.01% | 161 |
|
|
2025
Q1 | $21.5K | Hold |
281
| – | – | 0.01% | 141 |
|
|
2024
Q4 | $21.5K | Buy |
281
+42
| +18% | +$3.22K | 0.01% | 135 |
|
|
2024
Q3 | $18.9K | Buy |
239
+50
| +26% | +$3.95K | 0.01% | 137 |
|
|
2024
Q2 | $14.3K | Buy |
189
+18
| +11% | +$1.36K | 0.01% | 143 |
|
|
2024
Q1 | $12.6K | Buy |
171
+21
| +14% | +$1.54K | 0.01% | 143 |
|
|
2023
Q4 | $10.4K | Buy |
150
+120
| +400% | +$8.29K | ﹤0.01% | 180 |
|
|
2023
Q3 | $1.91K | Hold |
30
| – | – | ﹤0.01% | 161 |
|
|
2023
Q2 | $1.99K | Hold |
30
| – | – | ﹤0.01% | 152 |
|
|
2023
Q1 | $1.91K | Hold |
30
| – | – | ﹤0.01% | 198 |
|
|
2022
Q4 | $1.79K | Hold |
30
| – | – | ﹤0.01% | 142 |
|
|
2022
Q3 | $2K | Hold |
30
| – | – | ﹤0.01% | 167 |
|
|
2022
Q2 | $2K | Hold |
30
| – | – | ﹤0.01% | 189 |
|
|
2022
Q1 | $2K | Hold |
30
| – | – | ﹤0.01% | 126 |
|
|
2021
Q4 | $2K | Buy |
+30
| New | +$2K | ﹤0.01% | 158 |
|