RIA Advisory Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $774K | Sell |
10,542
-35,404
| -77% | -$2.6M | 0.31% | 48 |
|
|
2023
Q4 | $1.19M | Buy |
45,946
+30,631
| +200% | +$794K | 0.5% | 25 |
|
|
2023
Q3 | $971K | Buy |
15,315
+787
| +5% | +$49.9K | 0.43% | 31 |
|
|
2023
Q2 | $964K | Buy |
14,528
+1,761
| +14% | +$117K | 0.41% | 34 |
|
|
2023
Q1 | $812K | Sell |
12,767
-25
| -0.2% | -$1.59K | 0.37% | 40 |
|
|
2022
Q4 | $764K | Buy |
+12,792
| New | +$764K | 0.44% | 33 |
|