Fullen Financial Group’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $708K | Sell |
14,045
-4
| -0% | -$202 | 0.38% | 37 |
|
|
2022
Q4 | $703K | Buy |
14,049
+683
| +5% | +$34.2K | 0.4% | 36 |
|
|
2022
Q3 | $615K | Buy |
13,366
+1,035
| +8% | +$47.6K | 0.39% | 37 |
|
|
2022
Q2 | $592K | Sell |
12,331
-1,249
| -9% | -$60K | 0.38% | 37 |
|
|
2022
Q1 | $733K | Buy |
13,580
+1,490
| +12% | +$80.4K | 0.43% | 36 |
|
|
2021
Q4 | $690K | Buy |
12,090
+40
| +0.3% | +$2.28K | 0.38% | 41 |
|
|
2021
Q3 | $678K | Buy |
12,050
+473
| +4% | +$26.6K | 0.39% | 41 |
|
|
2021
Q2 | $648K | Sell |
11,577
-599
| -5% | -$33.5K | 0.38% | 40 |
|
|
2021
Q1 | $652K | Buy |
12,176
+407
| +3% | +$21.8K | 0.42% | 39 |
|
|
2020
Q4 | $614K | Buy |
11,769
+1,011
| +9% | +$52.7K | 0.42% | 40 |
|
|
2020
Q3 | $521K | Buy |
10,758
+706
| +7% | +$34.2K | 0.4% | 41 |
|
|
2020
Q2 | $466K | Buy |
+10,052
| New | +$466K | 0.39% | 43 |
|