CPWM LLC’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $479K | Sell |
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|
2022
Q2 | $1.17M | Buy |
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|
2022
Q1 | $385K | Sell |
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|
2021
Q4 | $444K | Hold |
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|
2021
Q3 | $444K | Buy |
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|
2021
Q2 | $309K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $3.77M | Sell |
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|
2015
Q2 | $5.08M | Sell |
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|
2015
Q1 | $5.26M | Sell |
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|
2014
Q4 | $8.02M | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $333K | Buy |
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