Cascadia Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $253K | Buy |
4,558
+42
| +0.9% | +$2.33K | 0.05% | 221 |
|
|
2021
Q2 | $253K | Buy |
4,516
+5
| +0.1% | +$280 | 0.05% | 216 |
|
|
2021
Q1 | $242K | Buy |
+4,511
| New | +$242K | 0.05% | 213 |
|
|
2020
Q3 | $293K | Sell |
6,049
-1,538
| -20% | -$74.5K | 0.08% | 185 |
|
|
2020
Q2 | $352K | Buy |
+7,587
| New | +$352K | 0.11% | 133 |
|
|
2019
Q4 | $442K | Buy |
+9,235
| New | +$442K | 0.13% | 142 |
|