WR Wealth Planners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-156
| Closed | -$12.3K | – | 1110 |
|
|
2024
Q3 | $12.3K | Hold |
156
| – | – | ﹤0.01% | 594 |
|
|
2024
Q2 | $11.7K | Hold |
156
| – | – | ﹤0.01% | 563 |
|
|
2024
Q1 | $11.5K | Buy |
+156
| New | +$11.5K | ﹤0.01% | 571 |
|
|
2023
Q4 | – | Sell |
-250
| Closed | -$15.9K | – | 218 |
|
|
2023
Q3 | $15.9K | Buy |
250
+94
| +60% | +$5.97K | 0.01% | 465 |
|
|
2023
Q2 | $10.3K | Buy |
+156
| New | +$10.3K | ﹤0.01% | 565 |
|