Camarda Financial Advisors’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 | $671K | Buy |
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|
2025
Q2 | $591K | Buy |
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|
2025
Q1 | $479K | Sell |
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|
2024
Q4 | $525K | Sell |
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|
2024
Q3 | $564K | Buy |
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|
2024
Q2 | $505K | Sell |
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|
2024
Q1 | $546K | Sell |
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|
2023
Q4 | $532K | Sell |
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|
2023
Q3 | $524K | Sell |
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|
2023
Q2 | $557K | Buy |
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|
2023
Q1 | $480K | Buy |
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|
2022
Q4 | $448K | Buy |
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|
2022
Q3 | $393K | Sell |
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|
2022
Q2 | $501K | Sell |
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|
2022
Q1 | $592K | Buy |
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|
2021
Q4 | $618K | Sell |
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|
2021
Q3 | $606K | Sell |
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|
2021
Q2 | $650K | Sell |
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|
2021
Q1 | $693K | Buy |
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|
2020
Q4 | $607K | Buy |
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|
2020
Q3 | $487K | Sell |
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|
2020
Q2 | $479K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $162K | Sell |
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|
2019
Q1 | $176K | Sell |
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|
2018
Q4 | $167K | Buy |
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|
2018
Q3 | $174K | Sell |
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|
2018
Q2 | $201K | Buy |
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|
2018
Q1 | $196K | Sell |
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|
2017
Q4 | $249K | Buy |
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