EMAM
Encompass More Asset Management’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,169
| Closed | -$247K | – | 187 |
|
|
2024
Q3 | $247K | Sell |
4,169
-86
| -2% | -$5.1K | 0.09% | 159 |
|
|
2024
Q2 | $240K | Sell |
4,255
-45
| -1% | -$2.53K | 0.17% | 86 |
|
|
2024
Q1 | $239K | Sell |
4,300
-5,104
| -54% | -$284K | 0.2% | 81 |
|
|
2023
Q4 | $500K | Buy |
+9,404
| New | +$500K | 0.56% | 48 |
|