CPA
Clear Point Advisors’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $228K | Buy |
3,701
+6
| +0.2% | +$369 | 0.19% | 103 |
|
|
2025
Q1 | $213K | Sell |
3,695
-1,585
| -30% | -$91.3K | 0.19% | 104 |
|
|
2024
Q4 | $303K | Sell |
5,280
-107
| -2% | -$6.13K | 0.26% | 89 |
|
|
2024
Q3 | $319K | Buy |
5,387
+338
| +7% | +$20K | 0.25% | 85 |
|
|
2024
Q2 | $284K | Buy |
5,049
+104
| +2% | +$5.86K | 0.23% | 89 |
|
|
2024
Q1 | $275K | Buy |
4,945
+27
| +0.5% | +$1.5K | 0.23% | 90 |
|
|
2023
Q4 | $262K | Buy |
+4,918
| New | +$262K | 0.23% | 85 |
|