Baldwin Wealth Partners’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
2019 Q3	–	Sell	-781	Closed	-$36K	–	521
2019 Q2	$36K	Hold	781	–	–	0.01%	344
2019 Q1	$35K	Hold	781	–	–	0.01%	337
2018 Q4	$32K	Buy	+781	New	+$32K	0.01%	329