FDx Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-8,575
| Closed | -$385K | – | 1167 |
|
|
2017
Q4 | $385K | Buy |
8,575
+724
| +9% | +$32.5K | 0.01% | 910 |
|
|
2017
Q3 | $352K | Sell |
7,851
-188
| -2% | -$8.43K | 0.01% | 983 |
|
|
2017
Q2 | $351K | Buy |
8,039
+115
| +1% | +$5.02K | 0.01% | 927 |
|
|
2017
Q1 | $336K | Buy |
7,924
+2,190
| +38% | +$92.9K | 0.01% | 941 |
|
|
2016
Q4 | $233K | Buy |
+5,734
| New | +$233K | 0.01% | 1035 |
|