TL Private Wealth’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 | $228K | Buy |
+2,755
| New | +$228K | 0.09% | 43 |
|
|
2025
Q1 | – | Sell |
-2,682
| Closed | -$207K | – | 42 |
|
|
2024
Q4 | $207K | Sell |
2,682
-394
| -13% | -$30.4K | 0.09% | 43 |
|
|
2024
Q3 | $239K | Buy |
3,076
+129
| +4% | +$10K | 0.11% | 41 |
|
|
2024
Q2 | $227K | Buy |
2,947
+57
| +2% | +$4.38K | 0.1% | 43 |
|
|
2024
Q1 | $211K | Sell |
2,890
-35
| -1% | -$2.55K | 0.1% | 39 |
|
|
2023
Q4 | $202K | Buy |
+2,925
| New | +$202K | 0.1% | 44 |
|