Frontier Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $363K | Sell |
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|
2022
Q1 | $417K | Buy |
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|
2021
Q4 | $409K | Buy |
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|
2021
Q3 | $393K | Buy |
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|
2021
Q2 | $350K | Buy |
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|
2021
Q1 | $311K | Buy |
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|
2020
Q4 | $282K | Sell |
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|
2020
Q3 | $262K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $203K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $203K | Hold |
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|
2015
Q4 | $200K | Buy |
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