Paragon Wealth Strategies’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
2023
Q1
Sell
-116
Closed -$6.95K 51
2022
Q4
$6.95K Buy
116
+1
+0.9% +$60 0.01% 150
2022
Q3
$6K Buy
+115
New +$6K 0.01% 125
2021
Q3
Sell
-112
Closed -$8K 60
2021
Q2
$8K Buy
+112
New +$8K ﹤0.01% 201