Destiny Wealth Partners’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 | $354K | Buy |
+5,754
| New | +$354K | 0.05% | 144 |
|
|
2023
Q1 | – | Sell |
-22
| Closed | -$1.04K | – | 208 |
|
|
2022
Q4 | $1.04K | Hold |
22
| – | – | ﹤0.01% | 643 |
|
|
2022
Q3 | $1K | Sell |
22
-59
| -73% | -$2.68K | ﹤0.01% | 548 |
|
|
2022
Q2 | $4K | Sell |
81
-3,303
| -98% | -$163K | ﹤0.01% | 524 |
|
|
2022
Q1 | $183K | Buy |
3,384
+1,000
| +42% | +$54.1K | 0.04% | 164 |
|
|
2021
Q4 | $136K | Buy |
2,384
+2,278
| +2,149% | +$130K | 0.03% | 205 |
|
|
2021
Q3 | $6K | Buy |
+106
| New | +$6K | ﹤0.01% | 445 |
|
|
2021
Q2 | – | Sell |
-121
| Closed | -$6K | – | 202 |
|
|
2021
Q1 | $6K | Sell |
121
-10
| -8% | -$496 | ﹤0.01% | 442 |
|
|
2020
Q4 | $7K | Buy |
+131
| New | +$7K | ﹤0.01% | 429 |
|