Personal Wealth Partners’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
2021 Q3	–	Sell	-164	Closed	-$12K	–	95
2021 Q2	$12K	Buy	+164	New	+$12K	﹤0.01%	252
2020 Q1	–	Sell	-2,049	Closed	-$119K	–	91
2019 Q4	$119K	Sell	2,049 -1,662	-45%	-$96.5K	0.05%	96
2019 Q3	$204K	Buy	+3,711	New	+$204K	0.09%	64