Perigon Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.41M | Sell |
28,900
-176
| -0.6% | -$14.7K | 0.06% | 296 |
|
|
2025
Q1 | $2.22M | Sell |
29,076
-558
| -2% | -$42.7K | 0.06% | 287 |
|
|
2024
Q4 | $2.28M | Buy |
29,634
+2,326
| +9% | +$179K | 0.06% | 288 |
|
|
2024
Q3 | $2.15M | Sell |
27,308
-146
| -0.5% | -$11.5K | 0.06% | 270 |
|
|
2024
Q2 | $2.05M | Buy |
+27,454
| New | +$2.05M | 0.06% | 250 |
|
|
2021
Q1 | – | Sell |
-690
| Closed | -$44K | – | 504 |
|
|
2020
Q4 | $44K | Buy |
+690
| New | +$44K | 0.01% | 775 |
|