First Allied Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $290K | Buy |
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|
2020
Q2 | $278K | Sell |
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|
2020
Q1 | $347K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $146K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $174K | Sell |
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|
2017
Q3 | $212K | Buy |
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|
2017
Q2 | $204K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $214K | Sell |
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|
2016
Q2 | $241K | Sell |
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|
2016
Q1 | $289K | Sell |
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|
2015
Q4 | $311K | Sell |
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|
2015
Q3 | $307K | Sell |
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|
2015
Q2 | $330K | Buy |
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|
2015
Q1 | $212K | Buy |
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