Tradewinds Capital 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
Sell
-685
Closed -$54.1K 670
2024
Q3
$54.1K Buy
+685
New +$54.1K 0.01% 181
2023
Q4
Sell
-8
Closed -$508 483
2023
Q3
$508 Buy
+8
New +$508 ﹤0.01% 430