Topel & Distasi 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $554K | Sell |
6,637
-230
| -3% | -$19.2K | 0.29% | 45 |
|
|
2025
Q1 | $525K | Buy |
6,867
+844
| +14% | +$64.6K | 0.25% | 56 |
|
|
2024
Q4 | $461K | Buy |
6,023
+1,340
| +29% | +$103K | 0.2% | 60 |
|
|
2024
Q3 | $370K | Buy |
4,683
+853
| +22% | +$67.3K | 0.15% | 66 |
|
|
2024
Q2 | $286K | Buy |
3,830
+325
| +9% | +$24.3K | 0.13% | 68 |
|
|
2024
Q1 | $257K | Buy |
3,505
+310
| +10% | +$22.8K | 0.11% | 70 |
|
|
2023
Q4 | $221K | Buy |
+3,195
| New | +$221K | 0.1% | 69 |
|