Bernicke Wealth Management’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q2
$427K Sell
2020
Q1
$451K Sell
2019
Q4
$532K Sell
2019
Q3
$517K Buy
2019
Q2
$512K Buy