CWM
C2C Wealth Management’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-7,575
| Closed | -$404K | – | 88 |
|
|
2023
Q4 | $404K | Buy |
7,575
+100
| +1% | +$5.33K | 0.34% | 66 |
|
|
2023
Q3 | $366K | Hold |
7,475
| – | – | 0.05% | 185 |
|
|
2023
Q2 | $387K | Hold |
7,475
| – | – | 0.05% | 180 |
|
|
2023
Q1 | $373K | Buy |
+7,475
| New | +$373K | 0.06% | 175 |
|