Cardinal Point Wealth Management Partners’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Cardinal Point Wealth Management Partners’s Portfolio AOR Stock Details AOR Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	$1.05M	Hold
2022 Q4	$992K	Buy
2022 Q3	$779K	Sell
2022 Q2	$854K	Buy
2022 Q1	$734K	Buy
2021 Q4	$764K	Buy