Trivium Point Advisory’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $679K | Buy |
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|
2025
Q2 | $612K | Sell |
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|
2025
Q1 | $632K | Sell |
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|
2024
Q4 | $645K | Sell |
|
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|
2024
Q3 | $668K | Buy |
|
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|
2024
Q2 | $622K | Buy |
|
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|
2024
Q1 | $465K | Buy |
|
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|
2023
Q4 | $435K | Sell |
|
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|
2023
Q3 | $489K | Buy |
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|
2023
Q2 | $494K | Buy |
|
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|
2023
Q1 | $466K | Hold |
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|
2022
Q4 | $449K | Buy |
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|
2022
Q3 | $417K | Buy |
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|
2022
Q2 | $439K | Sell |
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|
2022
Q1 | $516K | Hold |
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|
2021
Q4 | $552K | Buy |
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|
2021
Q3 | $529K | Buy |
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|
2021
Q2 | $528K | Buy |
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|
2021
Q1 | $500K | Sell |
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|
2020
Q4 | $491K | Buy |
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|
2020
Q3 | $417K | Buy |
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|
2020
Q2 | $387K | Buy |
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|
2020
Q1 | $340K | Buy |
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|
2019
Q4 | $332K | Hold |
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|
2019
Q3 | $309K | Buy |
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|
2019
Q2 | $306K | Buy |
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|
2019
Q1 | $295K | Buy |
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|
2018
Q4 | $231K | Buy |
|