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Curi Wealth Management’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Curi Wealth Management’s Portfolio AOR Stock Details AOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-400
Closed -$19K – 209
2022
Q2 		$19K Buy
+400
New +$19K ﹤0.01% 306