First Ascent Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $3.07M | Sell |
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|
2023
Q3 | $2.95M | Buy |
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|
2023
Q2 | $2.97M | Buy |
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|
2023
Q1 | $2.67M | Sell |
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|
2022
Q4 | $2.57M | Buy |
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|
2022
Q3 | $2.11M | Buy |
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|
2022
Q2 | $2.18M | Buy |
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|
2022
Q1 | $2.15M | Buy |
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|
2021
Q4 | $2.17M | Buy |
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|
2021
Q3 | $1.81M | Buy |
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|
2021
Q2 | $1.65M | Buy |
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|
2021
Q1 | $1.55M | Buy |
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|
2020
Q4 | $1.38M | Buy |
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|
2020
Q3 | $1.27M | Buy |
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|
2020
Q2 | $1.15M | Buy |
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|
2020
Q1 | $792K | Buy |
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|
2019
Q4 | $779K | Buy |
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