PFA
Professional Financial Advisors’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,880
| Closed | -$104K | – | 94 |
|
|
2022
Q3 | $104K | Buy |
1,880
+15
| +0.8% | +$830 | 0.06% | 100 |
|
|
2022
Q2 | $112K | Sell |
1,865
-152
| -8% | -$9.13K | 0.06% | 104 |
|
|
2022
Q1 | $139K | Buy |
2,017
+67
| +3% | +$4.62K | 0.06% | 90 |
|
|
2021
Q4 | $142K | Buy |
1,950
+18
| +0.9% | +$1.31K | 0.06% | 116 |
|
|
2021
Q3 | $135K | Buy |
1,932
+38
| +2% | +$2.66K | 0.08% | 99 |
|
|
2021
Q2 | $134K | Buy |
1,894
+3
| +0.2% | +$212 | 0.07% | 103 |
|
|
2021
Q1 | $127K | Buy |
1,891
+106
| +6% | +$7.12K | 0.08% | 99 |
|
|
2020
Q4 | $115K | Buy |
1,785
+881
| +97% | +$56.8K | 0.09% | 97 |
|
|
2020
Q3 | $51K | Buy |
+904
| New | +$51K | 0.05% | 117 |
|
|
2020
Q1 | – | Sell |
-22,837
| Closed | -$1.33M | – | 51 |
|
|
2019
Q4 | $1.33M | Buy |
+22,837
| New | +$1.33M | 1.26% | 24 |
|