Corepath 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
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|
2023
Q4 | $303K | Hold |
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|
2023
Q3 | $285K | Buy |
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|
2023
Q2 | $259K | Buy |
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|
2023
Q1 | $235K | Sell |
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|
2022
Q4 | $241K | Buy |
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|
2022
Q3 | $214K | Buy |
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|
2022
Q2 | $208K | Sell |
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|
2022
Q1 | $259K | Buy |
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|
2021
Q4 | $275K | Buy |
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|
2021
Q3 | $248K | Buy |
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|
2021
Q2 | $242K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $259K | Buy |
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