Cora Capital Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-4,385
| Closed | -$233K | – | 96 |
|
|
2023
Q4 | $233K | Buy |
4,385
+14
| +0.3% | +$745 | 0.14% | 82 |
|
|
2023
Q3 | $216K | Buy |
4,371
+8
| +0.2% | +$395 | 0.14% | 82 |
|
|
2023
Q2 | $224K | Sell |
4,363
-556
| -11% | -$28.6K | 0.15% | 86 |
|
|
2023
Q1 | $246K | Buy |
4,919
+33
| +0.7% | +$1.65K | 0.18% | 73 |
|
|
2022
Q4 | $230K | Buy |
+4,886
| New | +$230K | 0.16% | 70 |
|