SAG
SageView Advisory Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-3,912
| Closed | -$273K | – | 525 |
|
|
2023
Q4 | $273K | Buy |
3,912
+167
| +4% | +$11.6K | 0.01% | 537 |
|
|
2023
Q3 | $238K | Sell |
3,745
-176
| -4% | -$11.2K | 0.01% | 477 |
|
|
2023
Q2 | $260K | Buy |
3,921
+35
| +0.9% | +$2.32K | 0.01% | 475 |
|
|
2023
Q1 | $247K | Buy |
3,886
+405
| +12% | +$25.8K | 0.02% | 422 |
|
|
2022
Q4 | $208K | Buy |
+3,481
| New | +$208K | 0.02% | 393 |
|