Doyle 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
2019
Q3
Sell
-213
Closed -$10K 233
2019
Q2
$10K Buy
+213
New +$10K ﹤0.01% 625
2019
Q1
Sell
-213
Closed -$9K 224
2018
Q4
$9K Buy
+213
New +$9K ﹤0.01% 632