O'Dell Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-592
| Closed | -$40.9K | – | 111 |
|
|
2023
Q4 | $40.9K | Buy |
+592
| New | +$40.9K | 0.01% | 225 |
|
|
2023
Q3 | – | Sell |
-589
| Closed | -$39.1K | – | 100 |
|
|
2023
Q2 | $39.1K | Buy |
+589
| New | +$39.1K | 0.01% | 216 |
|
|
2022
Q4 | – | Sell |
-582
| Closed | -$32K | – | 93 |
|
|
2022
Q3 | $32K | Buy |
582
+5
| +0.9% | +$275 | 0.01% | 180 |
|
|
2022
Q2 | $35K | Buy |
577
+1
| +0.2% | +$61 | 0.01% | 181 |
|
|
2022
Q1 | $40K | Hold |
576
| – | – | 0.01% | 196 |
|
|
2021
Q4 | $42K | Buy |
576
+6
| +1% | +$438 | 0.01% | 184 |
|
|
2021
Q3 | $40K | Buy |
+570
| New | +$40K | 0.01% | 174 |
|