RA
RiverTree 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
Q1 | – | Sell |
-120,750
| Closed | -$8.79M | – | 34 |
|
2021
Q4 | $8.79M | Buy |
120,750
+53,778
| +80% | +$3.92M | 5.63% | 4 |
|
2021
Q3 | $4.68M | Sell |
66,972
-685
| -1% | -$47.8K | 3.19% | 13 |
|
2021
Q2 | $4.78M | Sell |
67,657
-1,048
| -2% | -$74K | 3.23% | 15 |
|
2021
Q1 | $4.6M | Buy |
+68,705
| New | +$4.6M | 3.22% | 14 |
|