Source Financial Advisors’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $415K | Sell |
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|
2024
Q2 | $405K | Sell |
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|
2024
Q1 | $403K | Buy |
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|
2023
Q4 | $356K | Buy |
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|
2023
Q3 | $307K | Sell |
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|
2023
Q2 | $325K | Buy |
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|
2023
Q1 | $277K | Buy |
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|
2022
Q4 | $242K | Sell |
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|
2022
Q3 | $226K | Sell |
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|
2022
Q2 | $335K | Buy |
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|
2022
Q1 | $242K | Buy |
|