Valley National Advisers’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-100
| Closed | -$6K | – | 906 |
|
|
2022
Q2 | $6K | Hold |
100
| – | – | ﹤0.01% | 636 |
|
|
2022
Q1 | $7K | Hold |
100
| – | – | ﹤0.01% | 639 |
|
|
2021
Q4 | $7K | Hold |
100
| – | – | ﹤0.01% | 639 |
|
|
2021
Q3 | $7K | Hold |
100
| – | – | ﹤0.01% | 616 |
|
|
2021
Q2 | $7K | Hold |
100
| – | – | ﹤0.01% | 621 |
|
|
2021
Q1 | $7K | Hold |
100
| – | – | ﹤0.01% | 582 |
|
|
2020
Q4 | $6K | Hold |
100
| – | – | ﹤0.01% | 576 |
|
|
2020
Q3 | $6K | Hold |
100
| – | – | ﹤0.01% | 531 |
|
|
2020
Q2 | $5K | Hold |
100
| – | – | ﹤0.01% | 546 |
|
|
2020
Q1 | $5K | Hold |
100
| – | – | ﹤0.01% | 536 |
|
|
2019
Q4 | $6K | Hold |
100
| – | – | ﹤0.01% | 578 |
|
|
2019
Q3 | $5K | Hold |
100
| – | – | ﹤0.01% | 581 |
|
|
2019
Q2 | $6K | Hold |
100
| – | – | ﹤0.01% | 528 |
|
|
2019
Q1 | $5K | Hold |
100
| – | – | ﹤0.01% | 552 |
|
|
2018
Q4 | $5K | Buy |
+100
| New | +$5K | ﹤0.01% | 517 |
|