Carroll Financial Associates’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
Q4 | $729K | Hold |
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|
2021
Q3 | $706K | Hold |
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|
2021
Q2 | $713K | Sell |
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|
2021
Q1 | $706K | Sell |
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|
2020
Q4 | $699K | Sell |
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|
2020
Q3 | $668K | Sell |
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|
2020
Q2 | $673K | Buy |
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|
2020
Q1 | $568K | Buy |
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|
2019
Q4 | $325K | Buy |
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|
2019
Q3 | $4K | Sell |
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|
2019
Q2 | $54K | Hold |
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|
2019
Q1 | $53K | Buy |
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|
2018
Q4 | $49K | Buy |
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|
2018
Q3 | $49K | Hold |
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|
2018
Q2 | $48K | Hold |
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|
2018
Q1 | $49K | Hold |
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|
2017
Q4 | $49K | Hold |
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|
2017
Q3 | $49K | Hold |
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|
2017
Q2 | $47K | Hold |
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|
2017
Q1 | $46K | Hold |
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|
2016
Q4 | $44K | Buy |
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