Cardinal Point Wealth 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
2021
Q3
$525K Hold
2021
Q2
$530K Buy
2021
Q1
$387K Hold
2020
Q4
$378K Buy