Wilbanks Smith & Thomas Asset Management’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 | $360K | Buy |
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|
2023
Q4 | $333K | Buy |
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|
2023
Q3 | $300K | Buy |
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|
2023
Q2 | $290K | Buy |
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|
2023
Q1 | $273K | Buy |
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|
2022
Q4 | $248K | Buy |
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|
2022
Q3 | $218K | Buy |
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|
2022
Q2 | $232K | Buy |
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|
2022
Q1 | $235K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $251K | Hold |
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|
2018
Q3 | $282K | Hold |
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|
2018
Q2 | $276K | Hold |
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|
2018
Q1 | $276K | Buy |
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