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Sowell Financial Services’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Sowell Financial Services’s Portfolio AOA Stock Details AOA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-1,847
Closed -$129K – 620
2021
Q1 		$129K Buy
1,847
+629
+52% +$41.5K ﹤0.01% 1259
2020
Q4 		$78K Buy
1,218
+37
+3% +$2.26K ﹤0.01% 1246
2020
Q3 		$68K Buy
1,181
+19
+2% +$1.1K ﹤0.01% 1106
2020
Q2 		$64K Sell
1,162
-1,014
-47% -$52.8K ﹤0.01% 1099
2020
Q1 		$103K Buy
2,176
+57
+3% +$3.12K 0.01% 828
2019
Q4 		$123K Buy
2,119
+64
+3% +$3.61K 0.01% 847
2019
Q3 		$113K Buy
+2,055
New +$112K 0.01% 791

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