Flagship Harbor 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $301K | Buy |
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|
2024
Q3 | $301K | Buy |
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|
2024
Q1 | $282K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $30K | Buy |
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|
2020
Q2 | $16K | Sell |
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|
2020
Q1 | $45K | Sell |
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|
2019
Q4 | $87K | Hold |
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|
2019
Q3 | $84K | Hold |
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|
2019
Q2 | $83K | Hold |
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|
2019
Q1 | $81K | Hold |
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|
2018
Q4 | $75K | Buy |
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|
2018
Q3 | $16K | Hold |
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|
2018
Q2 | $15K | Buy |
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