Global Financial Private Client’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
2020
Q2
Sell
-360
Closed -$14.6K 510
2020
Q1
$14.6K Hold
360
0.02% 328
2019
Q4
$17.2K Buy
+360
New +$17.2K 0.01% 344