Darwin Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.35K | Hold |
22
| – | – | ﹤0.01% | 517 |
|
|
2025
Q1 | $1.26K | Hold |
22
| – | – | ﹤0.01% | 546 |
|
|
2024
Q4 | $1.26K | Hold |
22
| – | – | ﹤0.01% | 546 |
|
|
2024
Q3 | $1.3K | Buy |
+22
| New | +$1.3K | ﹤0.01% | 550 |
|
|
2020
Q2 | – | Sell |
-259
| Closed | -$10K | – | 189 |
|
|
2020
Q1 | $10K | Buy |
+259
| New | +$10K | ﹤0.01% | 469 |
|