WealthShield Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-116
| Closed | -$7.37K | – | 477 |
|
|
2023
Q3 | $7.37K | Hold |
116
| – | – | ﹤0.01% | 446 |
|
|
2023
Q2 | $7.7K | Buy |
116
+18
| +18% | +$1.19K | ﹤0.01% | 452 |
|
|
2023
Q1 | $6.23K | Buy |
+98
| New | +$6.23K | ﹤0.01% | 453 |
|
|
2020
Q4 | – | Sell |
-98
| Closed | -$6K | – | 301 |
|
|
2020
Q3 | $6K | Hold |
98
| – | – | ﹤0.01% | 359 |
|
|
2020
Q2 | $5K | Hold |
98
| – | – | ﹤0.01% | 305 |
|
|
2020
Q1 | $5K | Hold |
98
| – | – | ﹤0.01% | 236 |
|
|
2019
Q4 | $6K | Hold |
98
| – | – | ﹤0.01% | 254 |
|
|
2019
Q3 | $5K | Hold |
98
| – | – | ﹤0.01% | 245 |
|
|
2019
Q2 | $5K | Hold |
98
| – | – | ﹤0.01% | 214 |
|
|
2019
Q1 | $5K | Hold |
98
| – | – | ﹤0.01% | 243 |
|
|
2018
Q4 | $5K | Hold |
98
| – | – | ﹤0.01% | 214 |
|
|
2018
Q3 | $5K | Hold |
98
| – | – | ﹤0.01% | 222 |
|
|
2018
Q2 | $5K | Hold |
98
| – | – | ﹤0.01% | 213 |
|
|
2018
Q1 | $5K | Buy |
+98
| New | +$5K | ﹤0.01% | 208 |
|