Atria Investments’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-11,784
| Closed | -$675K | – | 1898 |
|
|
2024
Q4 | $675K | Buy |
+11,784
| New | +$675K | 0.01% | 1175 |
|
|
2023
Q1 | – | Sell |
-30,949
| Closed | -$1.46M | – | 815 |
|
|
2022
Q4 | $1.46M | Sell |
30,949
-1,745
| -5% | -$82.3K | 0.03% | 621 |
|
|
2022
Q3 | $1.46M | Sell |
32,694
-39,899
| -55% | -$1.79M | 0.03% | 587 |
|
|
2022
Q2 | $3.48M | Sell |
72,593
-101,171
| -58% | -$4.86M | 0.07% | 338 |
|
|
2022
Q1 | $9.38M | Buy |
173,764
+33,817
| +24% | +$1.82M | 0.16% | 154 |
|
|
2021
Q4 | $7.99M | Buy |
+139,947
| New | +$7.99M | 0.14% | 177 |
|