Braver 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
2016
Q2
Sell
2016
Q1
$985K Buy
2015
Q3
Sell
2015
Q2
$1.01M Hold
2015
Q1
$1.01M Hold
2014
Q4
$996K Buy