Sugarloaf Wealth Management’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
Q4 | $481K | Buy |
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|
2024
Q3 | $491K | Sell |
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|
2024
Q2 | $471K | Buy |
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|
2024
Q1 | $462K | Hold |
|
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|
2023
Q4 | $435K | Buy |
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|
2023
Q3 | $396K | Buy |
|
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|
2023
Q2 | $402K | Sell |
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|
2023
Q1 | $387K | Hold |
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|
2022
Q4 | $363K | Sell |
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|
2022
Q3 | $385K | Buy |
|
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|
2022
Q2 | $391K | Buy |
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|
2022
Q1 | $416K | Buy |
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|
2021
Q4 | $432K | Buy |
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|
2021
Q3 | $408K | Sell |
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|
2021
Q2 | $414K | Buy |
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|
2021
Q1 | $391 | Sell |
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|
2020
Q4 | $382K | Buy |
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|
2020
Q3 | $344K | Sell |
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|
2020
Q2 | $322K | Buy |
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|
2020
Q1 | $264K | Buy |
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|
2019
Q4 | $303K | Buy |
|