Bogart Wealth LLC’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	-4,582	Closed	-$263K	–	1401
2024 Q4	$263K	Buy	+4,582	New	+$263K	0.01%	196
2018 Q1	–	Sell	-108	Closed	-$5K	–	349
2017 Q4	$5K	Hold	108	–	–	﹤0.01%	276
2017 Q3	$5K	Buy	+108	New	+$5K	﹤0.01%	273