Goodwin Investment Advisory’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 | – | Sell |
-200
| Closed | -$9.43K | – | 91 |
|
|
2022
Q4 | $9.43K | Hold |
200
| – | – | 0.01% | 158 |
|
|
2022
Q3 | $9K | Sell |
200
-55
| -22% | -$2.48K | 0.01% | 154 |
|
|
2022
Q2 | $12.2K | Sell |
255
-23
| -8% | -$1.1K | 0.01% | 111 |
|
|
2022
Q1 | $14K | Hold |
278
| – | – | 0.01% | 131 |
|
|
2021
Q4 | $16K | Sell |
278
-665
| -71% | -$38.3K | 0.01% | 113 |
|
|
2021
Q3 | $52K | Hold |
943
| – | – | 0.05% | 67 |
|
|
2021
Q2 | $52K | Hold |
943
| – | – | 0.06% | 66 |
|
|
2021
Q1 | $51K | Sell |
943
-260
| -22% | -$14.1K | 0.06% | 65 |
|
|
2020
Q4 | $62K | Buy |
+1,203
| New | +$62K | 0.08% | 42 |
|