Stonebridge Capital Advisors’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 |
-609
| Closed | -$42K | – | 911 |
|
|
2022
Q1 | $42K | Hold |
609
| – | – | ﹤0.01% | 408 |
|
|
2021
Q4 | $44K | Buy |
609
+265
| +77% | +$19.1K | ﹤0.01% | 387 |
|
|
2021
Q3 | $24K | Sell |
344
-344
| -50% | -$24K | ﹤0.01% | 454 |
|
|
2021
Q2 | $47K | Buy |
688
+344
| +100% | +$23.5K | ﹤0.01% | 480 |
|
|
2021
Q1 | $23K | Buy |
+344
| New | +$23K | ﹤0.01% | 478 |
|