Capital Asset Advisory Services’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-839
| Closed | -$44K | – | 709 |
|
|
2020
Q4 | $44K | Buy |
+839
| New | +$44K | 0.01% | 646 |
|
|
2020
Q3 | – | Sell |
-629
| Closed | -$30K | – | 556 |
|
|
2020
Q2 | $30K | Hold |
629
| – | – | 0.01% | 430 |
|
|
2020
Q1 | $27K | Hold |
629
| – | – | 0.01% | 384 |
|
|
2019
Q4 | $31K | Buy |
+629
| New | +$31K | 0.01% | 455 |
|