Cascadia Advisory Services’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
$253K Buy
2021
Q2
$253K Buy
2021
Q1
$242K Buy
2020
Q3
$293K Sell
2020
Q2
$352K Buy
2019
Q4
$442K Buy