Golden State Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $497K | Buy |
+8,071
| New | +$497K | 0.06% | 238 |
|
|
2020
Q2 | – | Sell |
-372
| Closed | -$15K | – | 222 |
|
|
2020
Q1 | $15K | Buy |
+372
| New | +$15K | 0.01% | 544 |
|
|
2019
Q4 | – | Sell |
-653
| Closed | -$30K | – | 98 |
|
|
2019
Q3 | $30K | Hold |
653
| – | – | 0.01% | 537 |
|
|
2019
Q2 | $30K | Sell |
653
-867
| -57% | -$39.8K | 0.01% | 550 |
|
|
2019
Q1 | $68K | Buy |
+1,520
| New | +$68K | 0.02% | 380 |
|