AFS Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $228K | Hold |
3,851
| – | – | 19.79% | 4 |
|
|
2024
Q2 | $217K | Hold |
3,851
| – | – | 2.9% | 15 |
|
|
2024
Q1 | $214K | Sell |
3,851
-298
| -7% | -$16.6K | 0.9% | 17 |
|
|
2023
Q4 | $221K | Sell |
4,149
-1,992
| -32% | -$106K | 0.21% | 52 |
|
|
2023
Q3 | $303K | Buy |
6,141
+2,247
| +58% | +$111K | 0.21% | 74 |
|
|
2023
Q2 | $200K | Buy |
+3,894
| New | +$200K | 0.13% | 91 |
|