Concert Wealth Management’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Concert Wealth Management’s Portfolio AOR Stock Details AOR Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell
2016 Q3	$198K	Buy
2014 Q4	–	Sell
2014 Q3	$514K	Buy