Transcendent Capital Group’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
Q1 | – | Sell |
-95
| Closed | -$7.31K | – | 103 |
|
|
2024
Q4 | $7.31K | Buy |
95
+1
| +1% | +$77 | ﹤0.01% | 367 |
|
|
2024
Q3 | $7.43K | Sell |
94
-79
| -46% | -$6.24K | ﹤0.01% | 383 |
|
|
2024
Q2 | $12.9K | Buy |
173
+1
| +0.6% | +$75 | 0.01% | 305 |
|
|
2024
Q1 | $12.7K | Hold |
172
| – | – | 0.01% | 305 |
|
|
2023
Q4 | $11.9K | Buy |
+172
| New | +$11.9K | 0.01% | 252 |
|