Arkadios Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-190
| Closed | -$10K | – | 627 |
|
|
2021
Q3 | $10K | Sell |
190
-600
| -76% | -$31.6K | ﹤0.01% | 1428 |
|
|
2021
Q2 | $44K | Buy |
790
+190
| +32% | +$10.6K | 0.01% | 966 |
|
|
2021
Q1 | $32K | Hold |
600
| – | – | 0.01% | 814 |
|
|
2020
Q4 | $31K | Buy |
600
+500
| +500% | +$25.8K | 0.01% | 645 |
|
|
2020
Q3 | $4.93K | Buy |
+100
| New | +$4.93K | ﹤0.01% | 849 |
|