Coppell Advisory Solutions’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-23
| Closed | -$1.32K | – | 405 |
|
|
2024
Q4 | $1.32K | Hold |
23
| – | – | ﹤0.01% | 1608 |
|
|
2024
Q3 | $1.36K | Hold |
23
| – | – | ﹤0.01% | 1522 |
|
|
2024
Q2 | $1.3K | Buy |
+23
| New | +$1.3K | ﹤0.01% | 1460 |
|
|
2023
Q4 | $7.5K | Buy |
141
+118
| +513% | +$6.28K | ﹤0.01% | 1007 |
|
|
2023
Q3 | $1.09K | Hold |
23
| – | – | ﹤0.01% | 930 |
|
|
2023
Q2 | $1.18K | Buy |
+23
| New | +$1.18K | ﹤0.01% | 1112 |
|
|
2023
Q1 | – | Sell |
-23
| Closed | -$1.09K | – | 247 |
|
|
2022
Q4 | $1.09K | Buy |
+23
| New | +$1.09K | ﹤0.01% | 932 |
|