Sigma Planning Corp’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
Q2 | – | Sell |
-56,464
| Closed | -$4.15M | – | 1182 |
|
|
2024
Q1 | $4.15M | Buy |
56,464
+26,238
| +87% | +$1.93M | 0.13% | 159 |
|
|
2023
Q4 | $2.09M | Sell |
30,226
-22,791
| -43% | -$1.57M | 0.16% | 120 |
|
|
2023
Q3 | $3.37M | Buy |
53,017
+49,844
| +1,571% | +$3.16M | 0.13% | 164 |
|
|
2023
Q2 | $211K | Buy |
+3,173
| New | +$211K | 0.01% | 1077 |
|
|
2018
Q2 | – | Sell |
-6,133
| Closed | -$328K | – | 902 |
|
|
2018
Q1 | $328K | Buy |
6,133
+1,220
| +25% | +$65.2K | 0.02% | 572 |
|
|
2017
Q4 | $265K | Sell |
4,913
-1,448
| -23% | -$78.1K | 0.02% | 656 |
|
|
2017
Q3 | $341K | Buy |
+6,361
| New | +$341K | 0.03% | 552 |
|