Spinnaker Investment Group’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
2022
Q2
Sell
-3,167
Closed -$222K 76
2022
Q1
$222K Sell
3,167
-903
-22% -$63.3K 0.07% 82
2021
Q4
$290K Buy
+4,070
New +$290K 0.1% 73