My Legacy Advisors’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-3,107
| Closed | -$232K | – | 196 |
|
|
2024
Q2 | $232K | Sell |
3,107
-1,964
| -39% | -$147K | 0.07% | 198 |
|
|
2024
Q1 | $372K | Buy |
5,071
+129
| +3% | +$9.48K | 0.12% | 176 |
|
|
2023
Q4 | $340K | Buy |
4,942
+370
| +8% | +$25.4K | 0.12% | 173 |
|
|
2023
Q3 | $285K | Sell |
4,572
-1,608
| -26% | -$100K | 0.12% | 174 |
|
|
2023
Q2 | $415K | Buy |
+6,180
| New | +$415K | 0.16% | 162 |
|