Calton & Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
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|
2022
Q2 | $3.52M | Sell |
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|
2022
Q1 | $5.16M | Buy |
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|
2021
Q4 | $5.41M | Buy |
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|
2021
Q3 | $4.3M | Buy |
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|
2021
Q2 | $3.48M | Sell |
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|
2021
Q1 | $3.4M | Buy |
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|
2020
Q4 | $310K | Sell |
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|
2020
Q3 | $369K | Buy |
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|
2020
Q2 | $351K | Sell |
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|
2020
Q1 | $339K | Sell |
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|
2019
Q4 | $399K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $48K | Buy |
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