Tempus Wealth Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.37M | Buy |
16,405
+285
| +2% | +$23.8K | 0.34% | 83 |
|
|
2025
Q1 | $1.23M | Buy |
16,120
+388
| +2% | +$29.7K | 0.37% | 82 |
|
|
2024
Q4 | $1.21M | Buy |
15,732
+537
| +4% | +$41.1K | 0.37% | 79 |
|
|
2024
Q3 | $1.2M | Buy |
15,195
+1,861
| +14% | +$147K | 0.44% | 63 |
|
|
2024
Q2 | $997K | Buy |
13,334
+2,292
| +21% | +$171K | 0.42% | 65 |
|
|
2024
Q1 | $811K | Buy |
11,042
+279
| +3% | +$20.5K | 0.36% | 79 |
|
|
2023
Q4 | $743K | Sell |
10,763
-284
| -3% | -$19.6K | 0.33% | 82 |
|
|
2023
Q3 | $701K | Buy |
11,047
+745
| +7% | +$47.3K | 0.35% | 70 |
|
|
2023
Q2 | $683K | Buy |
10,302
+361
| +4% | +$23.9K | 0.31% | 83 |
|
|
2023
Q1 | $632K | Buy |
9,941
+77
| +0.8% | +$4.9K | 0.31% | 79 |
|
|
2022
Q4 | $589K | Sell |
9,864
-525
| -5% | -$31.4K | 0.36% | 85 |
|
|
2022
Q3 | $576K | Buy |
10,389
+619
| +6% | +$34.3K | 0.38% | 71 |
|
|
2022
Q2 | $585K | Buy |
9,770
+452
| +5% | +$27.1K | 0.48% | 62 |
|
|
2022
Q1 | $642K | Buy |
9,318
+999
| +12% | +$68.8K | 0.46% | 56 |
|
|
2021
Q4 | $606K | Buy |
8,319
+666
| +9% | +$48.5K | 0.33% | 83 |
|
|
2021
Q3 | $534K | Buy |
7,653
+318
| +4% | +$22.2K | 0.3% | 86 |
|
|
2021
Q2 | $518K | Buy |
7,335
+733
| +11% | +$51.8K | 0.34% | 83 |
|
|
2021
Q1 | $442K | Buy |
6,602
+572
| +9% | +$38.3K | 0.47% | 54 |
|
|
2020
Q4 | $387K | Buy |
6,030
+178
| +3% | +$11.4K | 0.5% | 44 |
|
|
2020
Q3 | $339K | Buy |
5,852
+74
| +1% | +$4.29K | 0.49% | 48 |
|
|
2020
Q2 | $317K | Buy |
5,778
+86
| +2% | +$4.72K | 0.47% | 52 |
|
|
2020
Q1 | $270K | Sell |
5,692
-101
| -2% | -$4.79K | 0.44% | 49 |
|
|
2019
Q4 | $336K | Buy |
+5,793
| New | +$336K | 0.3% | 56 |
|