Sweet Financial Partners’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	-173,692	Closed	-$12M	–	168
2022 Q1	$12M	Buy	173,692 +170,867	+6,048%	+$11.8M	3.21%	11
2021 Q4	$206K	Buy	+2,825	New	+$206K	0.09%	146