Wealth Enhancement Advisory Services’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 | $3.77M | Sell |
45,185
-15,382
| -25% | -$1.28M | 0.01% | 1027 |
|
|
2025
Q1 | $4.63M | Sell |
60,567
-2,080
| -3% | -$159K | 0.01% | 863 |
|
|
2024
Q4 | $4.8M | Buy |
62,647
+28,870
| +85% | +$2.21M | 0.01% | 811 |
|
|
2024
Q3 | $2.67M | Buy |
33,777
+1,391
| +4% | +$110K | 0.01% | 943 |
|
|
2024
Q2 | $2.42M | Sell |
32,386
-5,257
| -14% | -$393K | 0.01% | 914 |
|
|
2024
Q1 | $2.77M | Sell |
37,643
-7,858
| -17% | -$577K | 0.01% | 829 |
|
|
2023
Q4 | $3.14M | Buy |
45,501
+1,877
| +4% | +$130K | 0.01% | 750 |
|
|
2023
Q3 | $2.77M | Buy |
+43,624
| New | +$2.77M | 0.01% | 751 |
|