Evermay Wealth Management’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $31.6K | Hold |
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|
2025
Q1 | $29.6K | Hold |
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|
2024
Q4 | $29.5K | Hold |
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|
2024
Q3 | $30.4K | Hold |
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|
2024
Q2 | $28.9K | Hold |
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|
2024
Q1 | $28.6K | Hold |
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|
2023
Q4 | $27.3K | Hold |
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|
2023
Q3 | $25.4K | Hold |
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|
2023
Q2 | $26.4K | Hold |
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|
2023
Q1 | $25.7K | Hold |
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|
2022
Q4 | $24.2K | Hold |
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|
2022
Q3 | $23K | Hold |
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|
2022
Q2 | $25K | Sell |
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|
2022
Q1 | $642K | Buy |
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|
2021
Q4 | $10K | Buy |
|