Sugarloaf Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $481K | Buy |
6,279
+57
| +0.9% | +$4.37K | 0.09% | 95 |
|
|
2024
Q3 | $491K | Sell |
6,222
-83
| -1% | -$6.55K | 0.09% | 93 |
|
|
2024
Q2 | $471K | Buy |
6,305
+12
| +0.2% | +$897 | 0.1% | 89 |
|
|
2024
Q1 | $462K | Hold |
6,293
| – | – | 0.1% | 92 |
|
|
2023
Q4 | $435K | Buy |
6,293
+54
| +0.9% | +$3.73K | 0.1% | 91 |
|
|
2023
Q3 | $396K | Buy |
6,239
+175
| +3% | +$11.1K | 0.1% | 89 |
|
|
2023
Q2 | $402K | Sell |
6,064
-18
| -0.3% | -$1.19K | 0.09% | 90 |
|
|
2023
Q1 | $387K | Hold |
6,082
| – | – | 0.1% | 89 |
|
|
2022
Q4 | $363K | Sell |
6,082
-855
| -12% | -$51.1K | 0.09% | 88 |
|
|
2022
Q3 | $385K | Buy |
6,937
+409
| +6% | +$22.7K | 0.1% | 88 |
|
|
2022
Q2 | $391K | Buy |
6,528
+499
| +8% | +$29.9K | 0.1% | 81 |
|
|
2022
Q1 | $416K | Buy |
6,029
+99
| +2% | +$6.83K | 0.1% | 78 |
|
|
2021
Q4 | $432K | Buy |
5,930
+79
| +1% | +$5.76K | 0.1% | 76 |
|
|
2021
Q3 | $408K | Sell |
5,851
-6
| -0.1% | -$418 | 0.11% | 77 |
|
|
2021
Q2 | $414K | Buy |
5,857
+5,842
| +38,947% | +$413K | 0.11% | 77 |
|
|
2021
Q1 | $391 | Sell |
15
-5,941
| -100% | -$155K | 0.12% | 78 |
|
|
2020
Q4 | $382K | Buy |
5,956
+55
| +0.9% | +$3.53K | 0.13% | 76 |
|
|
2020
Q3 | $344K | Sell |
5,901
-74
| -1% | -$4.31K | 0.13% | 78 |
|
|
2020
Q2 | $322K | Buy |
5,975
+423
| +8% | +$22.8K | 0.12% | 83 |
|
|
2020
Q1 | $264K | Buy |
5,552
+335
| +6% | +$15.9K | 0.12% | 88 |
|
|
2019
Q4 | $303K | Buy |
+5,217
| New | +$303K | 0.13% | 96 |
|