Alaethes Wealth’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
2022
Q2
Sell
-845
Closed -$46K 117
2022
Q1
$46K Hold
845
0.03% 141
2021
Q4
$48K Hold
845
0.03% 137
2021
Q3
$47K Hold
845
0.03% 136
2021
Q2
$47K Buy
+845
New +$47K 0.04% 131