CPWM

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

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$525K	Hold	9,457	–	–	0.25%	23
2021 Q2	$530K	Buy	9,457 +2,225	+31%	+$125K	0.24%	25
2021 Q1	$387K	Hold	7,232	–	–	0.2%	27
2020 Q4	$378K	Buy	+7,232	New	+$378K	0.19%	26