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Able Wealth Management’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Able Wealth Management’s Portfolio AOR Stock Details AOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-62
Closed -$3.31K – 116
2023
Q4 		$3.31K Buy
+62
New +$3.31K ﹤0.01% 392