Braver Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-24,956
| Closed | -$985K | – | 137 |
|
|
2016
Q1 | $985K | Buy |
+24,956
| New | +$985K | 0.16% | 83 |
|
|
2015
Q3 | – | Sell |
-24,837
| Closed | -$1.01M | – | 76 |
|
|
2015
Q2 | $1.01M | Hold |
24,837
| – | – | 0.24% | 61 |
|
|
2015
Q1 | $1.01M | Hold |
24,837
| – | – | 0.21% | 64 |
|
|
2014
Q4 | $996K | Buy |
+24,837
| New | +$996K | 0.2% | 59 |
|