Paracle Advisors’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
2021
Q1
$240K Sell
2020
Q4
$381K Buy
2020
Q3
$334K Sell
2020
Q2
$326K Buy
2020
Q1
$247K Buy
2019
Q4
Sell
2019
Q3
$215K Sell
2019
Q2
$231K Buy
2019
Q1
$212K Buy
2018
Q4
Sell
2018
Q3
$215K Buy
2018
Q2
$204K Buy
2017
Q4
Sell
2017
Q3
$218K Buy