Curi RMB Capital’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-5,000
| Closed | -$236K | – | 482 |
|
|
2022
Q4 | $236K | Hold |
5,000
| – | – | 0.01% | 444 |
|
|
2022
Q3 | $224K | Hold |
5,000
| – | – | 0.01% | 444 |
|
|
2022
Q2 | $240K | Hold |
5,000
| – | – | 0.01% | 433 |
|
|
2022
Q1 | $270K | Hold |
5,000
| – | – | 0.01% | 400 |
|
|
2021
Q4 | $285K | Hold |
5,000
| – | – | 0.01% | 409 |
|
|
2021
Q3 | $277K | Hold |
5,000
| – | – | 0.01% | 402 |
|
|
2021
Q2 | $280K | Buy |
+5,000
| New | +$280K | 0.01% | 419 |
|