Well Done LLC’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 | $331K | Buy |
3,966
+613
| +18% | +$51.1K | 0.06% | 129 |
|
|
2025
Q1 | $257K | Buy |
3,353
+164
| +5% | +$12.6K | 0.05% | 146 |
|
|
2024
Q4 | $252K | Hold |
3,189
| – | – | 0.05% | 151 |
|
|
2024
Q3 | $252K | Buy |
3,189
+137
| +4% | +$10.8K | 0.05% | 152 |
|
|
2024
Q2 | $228K | Buy |
3,052
+143
| +5% | +$10.7K | 0.05% | 166 |
|
|
2024
Q1 | $214K | Buy |
+2,909
| New | +$214K | 0.04% | 177 |
|
|
2019
Q1 | – | Sell |
-2,440
| Closed | -$118K | – | 174 |
|
|
2018
Q4 | $118K | Buy |
+2,440
| New | +$118K | 0.03% | 181 |
|
|
2018
Q2 | – | Sell |
-760
| Closed | -$41K | – | 154 |
|
|
2018
Q1 | $41K | Buy |
+760
| New | +$41K | 0.01% | 242 |
|