Cardinal Point Wealth Management Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $1.05M | Hold |
21,026
| – | – | 0.32% | 26 |
|
|
2022
Q4 | $992K | Buy |
21,026
+3,770
| +22% | +$178K | 0.34% | 25 |
|
|
2022
Q3 | $779K | Sell |
17,256
-526
| -3% | -$23.7K | 0.37% | 24 |
|
|
2022
Q2 | $854K | Buy |
17,782
+4,175
| +31% | +$201K | 0.41% | 23 |
|
|
2022
Q1 | $734K | Buy |
13,607
+225
| +2% | +$12.1K | 0.33% | 27 |
|
|
2021
Q4 | $764K | Buy |
+13,382
| New | +$764K | 0.33% | 25 |
|