Cornerstone Wealth Management’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
2019
Q3
Sell
2019
Q2
$341K Buy
2019
Q1
Sell
2018
Q4
$321K Sell
2018
Q3
$6.41M Sell
2018
Q2
$7.73M Buy
2018
Q1
$320K Sell
2017
Q4
$337K Buy
2017
Q3
$288K Buy
2017
Q2
$273K Hold
2017
Q1
$265K Buy