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Clear Perspective Advisors’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Clear Perspective Advisors’s Portfolio AOR Stock Details AOR Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-885
Closed -$972K – 158
2018
Q2 		$972K Buy
885
+815
+1,164% +$895K 0.68% 32
2018
Q1 		$3K Buy
+70
New +$3K ﹤0.01% 430