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
2022
Q2
$3.52M Sell
2022
Q1
$5.16M Buy
2021
Q4
$5.41M Buy
2021
Q3
$4.3M Buy
2021
Q2
$3.48M Sell
2021
Q1
$3.4M Buy
2020
Q4
$310K Sell
2020
Q3
$369K Buy
2020
Q2
$351K Sell
2020
Q1
$339K Sell
2019
Q4
$399K Buy
2018
Q1
Sell
2017
Q4
$48K Buy