1834 Investment Advisors’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-175
| Closed | -$8K | – | 460 |
|
|
2020
Q3 | $8K | Hold |
175
| – | – | ﹤0.01% | 352 |
|
|
2020
Q2 | $8K | Hold |
175
| – | – | ﹤0.01% | 340 |
|
|
2020
Q1 | $7K | Hold |
175
| – | – | ﹤0.01% | 348 |
|
|
2019
Q4 | $8K | Hold |
175
| – | – | ﹤0.01% | 396 |
|
|
2019
Q3 | $8K | Sell |
175
-332
| -65% | -$15.2K | ﹤0.01% | 394 |
|
|
2019
Q2 | $23K | Hold |
507
| – | – | ﹤0.01% | 331 |
|
|
2019
Q1 | $23K | Hold |
507
| – | – | ﹤0.01% | 320 |
|
|
2018
Q4 | $21K | Hold |
507
| – | – | ﹤0.01% | 318 |
|
|
2018
Q3 | $23K | Hold |
507
| – | – | ﹤0.01% | 323 |
|
|
2018
Q2 | $23K | Hold |
507
| – | – | ﹤0.01% | 327 |
|
|
2018
Q1 | $23K | Buy |
507
+332
| +190% | +$15.1K | ﹤0.01% | 336 |
|
|
2017
Q4 | $8K | Buy |
+175
| New | +$8K | ﹤0.01% | 417 |
|