Canal Capital Management’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
Q2 | $312K | Sell |
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|
2025
Q1 | $324K | Sell |
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|
2024
Q4 | $342K | Sell |
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|
2024
Q3 | $373K | Sell |
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|
2024
Q2 | $360K | Sell |
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|
2024
Q1 | $361K | Sell |
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|
2023
Q4 | $345K | Sell |
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|
2023
Q3 | $353K | Buy |
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|
2023
Q2 | $351K | Sell |
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|
2023
Q1 | $347K | Sell |
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|
2022
Q4 | $329K | Buy |
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|
2022
Q3 | $290K | Sell |
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|
2022
Q2 | $376K | Sell |
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|
2022
Q1 | $589K | Buy |
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|
2021
Q4 | $443K | Sell |
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|
2021
Q3 | $490K | Sell |
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|
2021
Q2 | $513K | Sell |
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|
2021
Q1 | $510K | Buy |
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|
2020
Q4 | $492K | Buy |
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|
2020
Q3 | $457K | Sell |
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|
2020
Q2 | $470K | Sell |
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|
2020
Q1 | $470K | Buy |
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|
2019
Q4 | $388K | Buy |
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|
2019
Q3 | $203K | Sell |
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|
2019
Q2 | $292K | Buy |
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|
2019
Q1 | $252K | Buy |
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|
2018
Q4 | $211K | Sell |
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|
2018
Q3 | $240K | Sell |
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|
2018
Q2 | $251K | Buy |
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|
2018
Q1 | $245K | Sell |
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|
2017
Q4 | $357K | Buy |
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|
2017
Q3 | $329K | Buy |
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|
2017
Q2 | $263K | Buy |
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|
2017
Q1 | $247K | Buy |
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|
2016
Q4 | $202K | Buy |
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