WealthPLAN Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
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|
2023
Q4 | $561K | Sell |
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|
2023
Q3 | $611K | Sell |
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|
2023
Q2 | $639K | Buy |
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|
2023
Q1 | $500K | Sell |
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|
2022
Q4 | $509K | Buy |
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|
2022
Q1 | $380K | Sell |
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|
2021
Q4 | $417K | Sell |
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|
2021
Q3 | $437K | Buy |
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|
2021
Q2 | $401K | Buy |
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|
2021
Q1 | $372K | Sell |
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|
2020
Q4 | $360K | Sell |
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|
2020
Q3 | $534K | Buy |
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|
2020
Q2 | $511K | Sell |
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|
2020
Q1 | $2.15M | Sell |
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|
2019
Q4 | $3.14M | Buy |
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|
2019
Q3 | $2.97M | Buy |
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|
2019
Q2 | $2.15M | Buy |
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