NewSquare Capital’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
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|
2023
Q4 | $227K | Hold |
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|
2023
Q3 | $208K | Hold |
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|
2023
Q2 | $218K | Hold |
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|
2023
Q1 | $209K | Hold |
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|
2022
Q4 | $196K | Hold |
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|
2022
Q3 | $182K | Hold |
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|
2022
Q2 | $196K | Buy |
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|
2022
Q1 | $151K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $62K | Sell |
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|
2015
Q4 | $164K | Hold |
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|
2015
Q3 | $159K | Sell |
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|
2015
Q2 | $197K | Sell |
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|
2015
Q1 | $209K | Sell |
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|
2014
Q4 | $440K | Sell |
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|
2014
Q3 | $503K | Sell |
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|
2014
Q2 | $567K | Sell |
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|
2014
Q1 | $580K | Buy |
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|
2013
Q4 | $261K | Sell |
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|
2013
Q3 | $287K | Sell |
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|
2013
Q2 | $362K | Buy |
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