Brookstone Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $4.01M | Sell |
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|
2025
Q2 | $3.93M | Buy |
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|
2025
Q1 | $3.27M | Sell |
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|
2024
Q4 | $3.38M | Sell |
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|
2024
Q3 | $3.59M | Sell |
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|
2024
Q2 | $3.49M | Sell |
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|
2024
Q1 | $3.46M | Sell |
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|
2023
Q4 | $3.4M | Sell |
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|
2023
Q3 | $3.3M | Buy |
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|
2023
Q2 | $3.39M | Buy |
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|
2023
Q1 | $2.33M | Buy |
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|
2022
Q4 | $2.14M | Sell |
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|
2022
Q3 | $1.98M | Buy |
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|
2022
Q2 | $2.03M | Sell |
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|
2022
Q1 | $2.27M | Buy |
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|
2021
Q4 | $2.14M | Buy |
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|
2021
Q3 | $2.04M | Buy |
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|
2021
Q2 | $2.01M | Sell |
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|
2021
Q1 | $2.04M | Buy |
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|
2020
Q4 | $1.79M | Buy |
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|
2020
Q3 | $1.54M | Buy |
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|
2020
Q2 | $1.35M | Sell |
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|
2020
Q1 | $1.57M | Buy |
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|
2019
Q4 | $1.69M | Buy |
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|
2019
Q3 | $1.61M | Sell |
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|
2019
Q2 | $1.65M | Sell |
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|
2019
Q1 | $1.61M | Buy |
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|
2018
Q4 | $1.46M | Sell |
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|
2018
Q3 | $3.31M | Buy |
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|
2018
Q2 | $3.21M | Sell |
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|
2018
Q1 | $3.42M | Sell |
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|
2017
Q4 | $5.32M | Buy |
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|
2017
Q3 | $1.72M | Buy |
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|
2017
Q2 | $1.5M | Buy |
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|
2017
Q1 | $1.19M | Buy |
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|
2016
Q4 | $932K | Buy |
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|
2016
Q3 | $811K | Sell |
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|
2016
Q2 | $1.16M | Sell |
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|
2016
Q1 | $8.68M | Buy |
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