Concord Wealth Partners’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 | $38K | Hold |
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|
2025
Q2 | $36.3K | Buy |
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|
2025
Q1 | $33.8K | Hold |
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|
2024
Q4 | $33.7K | Sell |
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|
2024
Q3 | $50.8K | Sell |
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|
2024
Q2 | $48.4K | Sell |
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|
2024
Q1 | $48K | Sell |
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|
2023
Q4 | $46.1K | Buy |
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|
2023
Q3 | $42.4K | Sell |
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|
2023
Q2 | $44.9K | Buy |
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|
2023
Q1 | $43.5K | Hold |
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|
2022
Q4 | $41K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $41K | Sell |
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|
2022
Q1 | $161K | Buy |
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|
2021
Q4 | $153K | Buy |
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|
2021
Q3 | $30K | Buy |
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|
2021
Q2 | $27K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $7K | Buy |
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