Chesapeake 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $299K | Hold |
|
|||||
|
2025
Q2 | $286K | Buy |
|
|||||
|
2025
Q1 | $248K | Hold |
|
|||||
|
2024
Q4 | $247K | Hold |
|
|||||
|
2024
Q3 | $255K | Hold |
|
|||||
|
2024
Q2 | $242K | Buy |
|
|||||
|
2024
Q1 | $220K | Hold |
|
|||||
|
2023
Q4 | $211K | Buy |
|
|||||
|
2023
Q3 | – | Sell |
|
|||||
|
2023
Q2 | $204K | Buy |
|
|||||
|
2019
Q4 | – | Sell |
|
|||||
|
2019
Q3 | $227K | Sell |
|
|||||
|
2019
Q2 | $247K | Buy |
|
|||||
|
2019
Q1 | $228K | Sell |
|
|||||
|
2018
Q4 | $256K | Sell |
|
|||||
|
2018
Q3 | $280K | Buy |
|
|||||
|
2018
Q2 | $263K | Buy |
|
|||||
|
2018
Q1 | $237K | Buy |
|