FinTrust Capital Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $2.68M | Buy |
|
|||||
|
2024
Q2 | $2.34M | Buy |
|
|||||
|
2024
Q1 | $2.27M | Buy |
|
|||||
|
2023
Q4 | $1.86M | Sell |
|
|||||
|
2023
Q3 | $1.75M | Buy |
|
|||||
|
2023
Q2 | $937K | Sell |
|
|||||
|
2023
Q1 | $1,000K | Hold |
|
|||||
|
2022
Q4 | $1,000K | Buy |
|
|||||
|
2022
Q3 | $408K | Sell |
|
|||||
|
2022
Q2 | $452K | Buy |
|
|||||
|
2022
Q1 | $478K | Buy |
|
|||||
|
2021
Q4 | $214K | Sell |
|
|||||
|
2021
Q3 | $226K | Buy |
|
|||||
|
2021
Q2 | $211K | Buy |
|
|||||
|
2021
Q1 | $163K | Buy |
|
|||||
|
2020
Q4 | $155K | Buy |
|
|||||
|
2020
Q3 | $141 | Buy |
|
|||||
|
2020
Q2 | $80K | Buy |
|
|||||
|
2020
Q1 | $36K | Sell |
|
|||||
|
2019
Q4 | $1.04M | Buy |
|
|||||
|
2019
Q3 | $996K | Buy |
|
|||||
|
2019
Q2 | $929K | Hold |
|
|||||
|
2019
Q1 | $902K | Buy |
|