SFA
Source Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $415K | Sell |
5,262
-147
| -3% | -$11.6K | 0.12% | 76 |
|
|
2024
Q2 | $405K | Sell |
5,409
-77
| -1% | -$5.76K | 0.12% | 77 |
|
|
2024
Q1 | $403K | Buy |
5,486
+324
| +6% | +$23.8K | 0.12% | 82 |
|
|
2023
Q4 | $356K | Buy |
5,162
+323
| +7% | +$22.3K | 0.11% | 93 |
|
|
2023
Q3 | $307K | Sell |
4,839
-58
| -1% | -$3.68K | 0.1% | 100 |
|
|
2023
Q2 | $325K | Buy |
4,897
+536
| +12% | +$35.6K | 0.11% | 105 |
|
|
2023
Q1 | $277K | Buy |
4,361
+309
| +8% | +$19.6K | 0.09% | 107 |
|
|
2022
Q4 | $242K | Sell |
4,052
-26
| -0.6% | -$1.55K | 0.09% | 111 |
|
|
2022
Q3 | $226K | Sell |
4,078
-1,517
| -27% | -$84.1K | 0.09% | 105 |
|
|
2022
Q2 | $335K | Buy |
5,595
+2,089
| +60% | +$125K | 0.13% | 90 |
|
|
2022
Q1 | $242K | Buy |
+3,506
| New | +$242K | 0.07% | 106 |
|