Burkett Financial Services’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
2024 Q4	–	Sell	-111	Closed	-$6.57K	–	220
2024 Q3	$6.57K	Sell	111 -474	-81%	-$28.1K	﹤0.01%	145
2024 Q2	$33K	Buy	585 +42	+8%	+$2.37K	0.02%	97
2024 Q1	$30.2K	Buy	543 +6	+1%	+$334	0.02%	106
2023 Q4	$28.6K	Buy	+537	New	+$28.6K	0.02%	103